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JSIZX vs PHJFX
JSIZX vs PHJFX Comparison Chart
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JSIZX vs. PHJFX commentary
May 01, 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: 2.09B vs. PHJFX (169M). JSIZX pays higher dividends than PHJFX: JSIZX (3.22) vs PHJFX (2.92). 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 (7.86) and PHJFX (7.52) have marching annual gain over last year. PHJFX return over 5 years is better than : 12.80 vs. JSIZX (11.50).
| 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 | 1.048 | 1.075 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 169M | 1,238% |
| Annual Yield % from dividends | 3.22 | 2.92 | 110% |
| Returns for 1 year | 7.86 | 7.52 | 104% |
| Returns for 3 years | 12.49 | 10.09 | 124% |
| Returns for 5 years | 11.50 | 12.80 | 90% |
| Returns for 10 years | 5.86 | N/A | - |
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