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JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart
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JFNIX vs. PHSZX commentary
May 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 PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. PHSZX (1.34B). 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 : -14.53 vs. PHSZX (-20.64). JFNIX return over 5 years is better than : 6.80 vs. PHSZX (-25.37).
| 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 | -6.248 | -9.513 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 1.34B | 347% |
| Annual Yield % from dividends | 0.39 | 0.83 | 47% |
| Returns for 1 year | -14.53 | -20.64 | 70% |
| Returns for 3 years | 5.71 | 2.29 | 250% |
| Returns for 5 years | 6.80 | -25.37 | -27% |
| Returns for 10 years | 7.28 | -33.33 | -22% |
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