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JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart in %
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JFNIX vs. PHSZX commentary
Oct 08, 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: 4.49B vs. PHSZX (1.42B). PHSZX pays higher dividends than JFNIX: PHSZX (0.79) vs JFNIX (0.38). 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 : -5.74 vs. PHSZX (-7.74). JFNIX return over 5 years is better than : 9.06 vs. PHSZX (-24.23).
| 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 | 8.939 | 7.721 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 1.42B | 315% |
| Annual Yield % from dividends | 0.38 | 0.79 | 48% |
| Returns for 1 year | -5.74 | -7.74 | 74% |
| Returns for 3 years | 24.07 | 23.55 | 102% |
| Returns for 5 years | 9.06 | -24.23 | -37% |
| Returns for 10 years | 40.79 | -8.34 | -489% |
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