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JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart
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JFNIX vs. PHSZX commentary
Feb 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: 5B vs. PHSZX (1.63B). JFNIX pays higher dividends than PHSZX: JFNIX (0.15) vs PHSZX (0.00). JFNIX was incepted earlier than PHSZX: JFNIX (16 years) vs PHSZX (26 years). PHSZX is a more actively managed with annual turnover of: 64.00 vs. JFNIX (34.00). 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 : -3.63 vs. PHSZX (-9.61). JFNIX return over 5 years is better than : 17.83 vs. PHSZX (-12.26).
| JFNIX | PHSZX | JFNIX / PHSZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 5.425 | 3.263 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 1.63B | 306% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | -3.63 | -9.61 | 38% |
| Returns for 3 years | 16.12 | 13.00 | 124% |
| Returns for 5 years | 17.83 | -12.26 | -145% |
| Returns for 10 years | 30.03 | -19.02 | -158% |
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