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JFNIX vs PHSYX
JFNIX vs PHSYX Comparison Chart
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JFNIX vs. PHSYX commentary
Apr 04, 2025
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 Buy and PHSYX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. PHSYX (1.58B). PHSYX pays higher dividends than JFNIX: PHSYX (0.54) vs JFNIX (0.39). JFNIX was incepted earlier than PHSYX: JFNIX (16 years) vs PHSYX (25 years). PHSYX (0.80) and JFNIX (0.77) have similar cost to investors . PHSYX (36.00) and JFNIX (35.00) have comparable annual turnover. PHSYX has a lower initial minimum investment than JFNIX: PHSYX (0) vs JFNIX (2500). PHSYX annual gain was more profitable for investors over the last year : -4.62 vs. JFNIX (-6.78). JFNIX return over 5 years is better than : 35.56 vs. PHSYX (25.33).
| JFNIX | PHSYX | JFNIX / PHSYX | |
| Total Expense Ratio | 0.77 | 0.80 | 96% |
| Annual Report Gross Expense Ratio | 0.77 | 0.80 | 96% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -0.074 | 3.947 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.58B | 314% |
| Annual Yield % from dividends | 0.39 | 0.54 | 73% |
| Returns for 1 year | -6.78 | -4.62 | 147% |
| Returns for 3 years | 2.62 | -4.03 | -65% |
| Returns for 5 years | 35.56 | 25.33 | 140% |
| Returns for 10 years | 19.10 | -9.96 | -192% |
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