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JFNIX vs PHSYX
JFNIX vs PHSYX Comparison
Open Charts JFNIX vs PHSYX
JFNIX vs PHSYX Comparison Chart in %
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JFNIX vs. PHSYX commentary
Jun 21, 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 PHSYX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.4B vs. PHSYX (1.44B). JFNIX pays higher dividends than PHSYX: JFNIX (0.45) vs PHSYX (0.38). JFNIX was incepted earlier than PHSYX: JFNIX (17 years) vs PHSYX (26 years). PHSYX (0.79) and JFNIX (0.78) have similar cost to investors . PHSYX is a more actively managed with annual turnover of: 67.00 vs. JFNIX (30.00). PHSYX has a lower initial minimum investment than JFNIX: PHSYX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 26.05 vs. PHSYX (13.76). JFNIX return over 5 years is better than : 14.41 vs. PHSYX (2.76).
| JFNIX | PHSYX | JFNIX / PHSYX | |
| Total Expense Ratio | 0.78 | 0.79 | 99% |
| Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 0.986 | -2.296 | -43% |
| Front Load | N/A | N/A | - |
| 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 | 0.38 | 118% |
| Returns for 1 year | 26.05 | 13.76 | 189% |
| Returns for 3 years | 16.81 | 9.52 | 177% |
| Returns for 5 years | 14.41 | 2.76 | 523% |
| Returns for 10 years | 82.36 | 21.56 | 382% |
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