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JNGLX vs PHSZX
JNGLX vs PHSZX Comparison Chart
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JNGLX vs. PHSZX commentary
May 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 JNGLX is a Buy and PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
JNGLX has more cash in the bank: 4.66B vs. PHSZX (1.34B). PHSZX pays higher dividends than JNGLX: PHSZX (0.83) vs JNGLX (0.34). JNGLX was incepted earlier than PHSZX: JNGLX (26 years) vs PHSZX (26 years). PHSZX (0.86) is less costly to investors than JNGLX (0.80). PHSZX is a more actively managed with annual turnover of: 79.00 vs. JNGLX (35.00). PHSZX has a lower initial minimum investment than JNGLX: PHSZX (0) vs JNGLX (2500). JNGLX annual gain was more profitable for investors over the last year : -14.56 vs. PHSZX (-20.64). JNGLX return over 5 years is better than : 6.56 vs. PHSZX (-25.37).
| JNGLX | PHSZX | JNGLX / PHSZX | |
| Total Expense Ratio | 0.80 | 0.86 | 93% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -6.260 | -9.513 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 1.34B | 347% |
| Annual Yield % from dividends | 0.34 | 0.83 | 41% |
| Returns for 1 year | -14.56 | -20.64 | 71% |
| Returns for 3 years | 5.57 | 2.29 | 243% |
| Returns for 5 years | 6.56 | -25.37 | -26% |
| Returns for 10 years | 6.65 | -33.33 | -20% |