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JFNIX vs PHSTX
JFNIX vs PHSTX Comparison
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JFNIX vs PHSTX Comparison Chart in %
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JFNIX vs. PHSTX commentary
Jun 24, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JFNIX is a Hold and PHSTX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.4B vs. PHSTX (1.44B). JFNIX pays higher dividends than PHSTX: JFNIX (0.45) vs PHSTX (0.23). JFNIX was incepted earlier than PHSTX: JFNIX (17 years) vs PHSTX (44 years). PHSTX (1.04) is less costly to investors than JFNIX (0.78). PHSTX is a more actively managed with annual turnover of: 67.00 vs. JFNIX (30.00). PHSTX has a lower initial minimum investment than JFNIX: PHSTX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 28.33 vs. PHSTX (13.90). JFNIX return over 5 years is better than : 15.52 vs. PHSTX (-1.96).
| JFNIX | PHSTX | JFNIX / PHSTX | |
| Total Expense Ratio | 0.78 | 1.04 | 75% |
| Annual Report Gross Expense Ratio | 0.78 | 1.04 | 75% |
| Fund Existence | 17 years | 44 years | - |
| Gain YTD | 2.464 | -2.425 | -102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 1.44B | 375% |
| Annual Yield % from dividends | 0.45 | 0.23 | 196% |
| Returns for 1 year | 28.33 | 13.90 | 204% |
| Returns for 3 years | 20.68 | 8.57 | 241% |
| Returns for 5 years | 15.52 | -1.96 | -794% |
| Returns for 10 years | 90.58 | 14.98 | 605% |
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