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JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart
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JFNIX vs. PHSZX commentary
Nov 17, 2024
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 StrongSell and PHSZX is a StrongSell.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.5B vs. PHSZX (1.68B). JFNIX pays higher dividends than PHSZX: JFNIX (0.15) vs PHSZX (0.00). JFNIX was incepted earlier than PHSZX: JFNIX (15 years) vs PHSZX (25 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 (1000000). JFNIX annual gain was more profitable for investors over the last year : 14.74 vs. PHSZX (13.34). JFNIX return over 5 years is better than : 26.79 vs. PHSZX (2.48).
| JFNIX | PHSZX | JFNIX / PHSZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 7.391 | 8.344 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.5B | 1.68B | 327% |
| Annual Yield % from dividends | 0.15 | 0.00 | - |
| Returns for 1 year | 14.74 | 13.34 | 111% |
| Returns for 3 years | -1.06 | -21.64 | 5% |
| Returns for 5 years | 26.79 | 2.48 | 1,079% |
| Returns for 10 years | 39.70 | -10.74 | -370% |
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