Ad is loading...
JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. PHSZX commentary
Apr 25, 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 PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. PHSZX (1.4B). PHSZX pays higher dividends than JFNIX: PHSZX (0.83) vs JFNIX (0.39). JFNIX was incepted earlier than PHSZX: JFNIX (16 years) vs PHSZX (26 years). PHSZX (0.86) is less costly to investors than JFNIX (0.77). PHSZX is a more actively managed with annual turnover of: 79.00 vs. JFNIX (35.00). PHSZX has a lower initial minimum investment than JFNIX: PHSZX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -7.60 vs. PHSZX (-14.59). JFNIX return over 5 years is better than : 12.66 vs. PHSZX (-18.50).
| JFNIX | PHSZX | JFNIX / PHSZX | |
| Total Expense Ratio | 0.77 | 0.86 | 90% |
| Annual Report Gross Expense Ratio | 0.77 | 0.86 | 90% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -3.484 | -7.491 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 1.4B | 336% |
| Annual Yield % from dividends | 0.39 | 0.83 | 48% |
| Returns for 1 year | -7.60 | -14.59 | 52% |
| Returns for 3 years | 3.11 | -2.72 | -114% |
| Returns for 5 years | 12.66 | -18.50 | -68% |
| Returns for 10 years | 13.06 | -29.21 | -45% |
View a ticker or compare two or three
VS
VS
Ad is loading...