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JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart in %
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JFNIX vs. PHSZX commentary
Nov 20, 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 Hold and PHSZX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. PHSZX (1.5B). PHSZX pays higher dividends than JFNIX: PHSZX (0.73) vs JFNIX (0.35). 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 : 10.62 vs. PHSZX (4.84). JFNIX return over 5 years is better than : 17.36 vs. PHSZX (-18.35).
| 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 | 20.465 | 17.119 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.5B | 331% |
| Annual Yield % from dividends | 0.35 | 0.73 | 48% |
| Returns for 1 year | 10.62 | 4.84 | 220% |
| Returns for 3 years | 26.80 | 27.50 | 97% |
| Returns for 5 years | 17.36 | -18.35 | -95% |
| Returns for 10 years | 52.25 | -2.82 | -1,855% |
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