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JFNIX vs PHSZX
JFNIX vs PHSZX Comparison
Open Charts JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart in %
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JFNIX vs. PHSZX commentary
Aug 03, 2026
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: 5.81B vs. PHSZX (1.46B). JFNIX pays higher dividends than PHSZX: JFNIX (0.41) vs PHSZX (0.23). JFNIX was incepted earlier than PHSZX: JFNIX (17 years) vs PHSZX (27 years). PHSZX (0.88) is less costly to investors than JFNIX (0.78). PHSZX is a more actively managed with annual turnover of: 81.00 vs. JFNIX (30.00). 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 : 36.28 vs. PHSZX (23.33). JFNIX return over 5 years is better than : 22.12 vs. PHSZX (-19.81).
| JFNIX | PHSZX | JFNIX / PHSZX | |
| Total Expense Ratio | 0.78 | 0.88 | 89% |
| Annual Report Gross Expense Ratio | 0.78 | 0.88 | 89% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 9.549 | 7.269 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.81B | 1.46B | 398% |
| Annual Yield % from dividends | 0.41 | 0.23 | 182% |
| Returns for 1 year | 36.28 | 23.33 | 155% |
| Returns for 3 years | 28.29 | 16.90 | 167% |
| Returns for 5 years | 22.12 | -19.81 | -112% |
| Returns for 10 years | 82.16 | 19.90 | 413% |
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