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JFNIX vs PHSYX
JFNIX vs PHSYX Comparison Chart
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JFNIX vs. PHSYX commentary
Jan 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.78B vs. PHSYX (1.6B). PHSYX pays higher dividends than JFNIX: PHSYX (0.33) vs JFNIX (0.15). JFNIX was incepted earlier than PHSYX: JFNIX (16 years) vs PHSYX (25 years). PHSYX is a more actively managed with annual turnover of: 41.00 vs. JFNIX (34.00). PHSYX has a lower initial minimum investment than JFNIX: PHSYX (0) vs JFNIX (1000000). JFNIX annual gain was more profitable for investors over the last year : -1.86 vs. PHSYX (-1.98). JFNIX return over 5 years is better than : 17.75 vs. PHSYX (8.74).
| JFNIX | PHSYX | JFNIX / PHSYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 1.999 | 3.052 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 1.6B | 298% |
| Annual Yield % from dividends | 0.15 | 0.33 | 44% |
| Returns for 1 year | -1.86 | -1.98 | 94% |
| Returns for 3 years | 13.09 | 1.55 | 844% |
| Returns for 5 years | 17.75 | 8.74 | 203% |
| Returns for 10 years | 32.06 | -6.92 | -463% |
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