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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
Sep 12, 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: 6.03B vs. PHSZX (1.47B). JFNIX pays higher dividends than PHSZX: JFNIX (0.40) vs PHSZX (0.22). 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 : 25.37 vs. PHSZX (16.69). JFNIX return over 5 years is better than : 18.87 vs. PHSZX (-19.57).
| 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 | 8.834 | 9.060 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 1.47B | 412% |
| Annual Yield % from dividends | 0.40 | 0.22 | 182% |
| Returns for 1 year | 25.37 | 16.69 | 152% |
| Returns for 3 years | 28.63 | 16.83 | 170% |
| Returns for 5 years | 18.87 | -19.57 | -96% |
| Returns for 10 years | 86.97 | 25.70 | 338% |
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