JFNIX
Price
$92.64
Change
-$1.79 (-1.90%)
Updated
Aug 20 closing price
Net Assets
5.81B
PHSTX
Price
$69.00
Change
+$0.82 (+1.20%)
Updated
Aug 21 closing price
Net Assets
1.59B
Interact to see
Advertisement

JFNIX vs PHSTX

JFNIX vs PHSTX Comparison Chart in %
View a ticker or compare two or three
VS
JFNIX vs. PHSTX commentary
Aug 23, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. PHSTX (1.59B). JFNIX pays higher dividends than PHSTX: JFNIX (0.42) vs PHSTX (0.22). 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 : 34.66 vs. PHSTX (22.10). JFNIX return over 5 years is better than : 26.14 vs. PHSTX (2.33).
JFNIXPHSTXJFNIX / PHSTX
Total Expense Ratio0.781.0475%
Annual Report Gross Expense Ratio0.781.0475%
Fund Existence17 years44 years-
Gain YTD14.1459.368151%
Front LoadN/A6%-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.81B1.59B366%
Annual Yield % from dividends0.420.22191%
Returns for 1 year34.6622.10157%
Returns for 3 years35.8821.84164%
Returns for 5 years26.142.331,121%
Returns for 10 years90.0617.03529%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PZFVX22.760.21
+0.93%
JHancock Classic Value A
LIFLX17.810.15
+0.85%
Lord Abbett Focused Large Cap Value I
VSMAX146.061.04
+0.72%
Vanguard MStar Small Cap Index Admiral
LAMSX27.250.12
+0.44%
Lord Abbett Dividend Growth R4
BGIKX15.08N/A
N/A
Baillie Gifford International Alpha K