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JSIZX vs PHJFX
JSIZX vs PHJFX Comparison Chart
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JSIZX vs. PHJFX commentary
Jun 04, 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 JSIZX is a Sell and PHJFX is a Hold.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.11B vs. PHJFX (173M). JSIZX pays higher dividends than PHJFX: JSIZX (3.15) vs PHJFX (2.86). JSIZX was incepted earlier than PHJFX: JSIZX (17 years) vs PHJFX (7 years). JSIZX (1.13) is less costly to investors than PHJFX (0.52). PHJFX is a more actively managed with annual turnover of: 24.10 vs. JSIZX (19.00). JSIZX has a lower initial minimum investment than PHJFX: JSIZX (0) vs PHJFX (1000). JSIZX annual gain was more profitable for investors over the last year : 6.98 vs. PHJFX (6.59). PHJFX return over 5 years is better than : 10.88 vs. JSIZX (8.48).
| JSIZX | PHJFX | JSIZX / PHJFX | |
| Total Expense Ratio | 1.09 | 0.52 | 210% |
| Annual Report Gross Expense Ratio | 1.13 | 0.52 | 217% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 3.211 | 2.933 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 173M | 1,219% |
| Annual Yield % from dividends | 3.15 | 2.86 | 110% |
| Returns for 1 year | 6.98 | 6.59 | 106% |
| Returns for 3 years | 15.29 | 12.00 | 127% |
| Returns for 5 years | 8.48 | 10.88 | 78% |
| Returns for 10 years | 8.98 | N/A | - |
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