PHJFX
Price
$10.34
Change
+$0.03 (+0.29%)
Updated
Apr 29 closing price
Net Assets
168.92M
VTINX
Price
$13.31
Change
+$0.03 (+0.23%)
Updated
Apr 29 closing price
Net Assets
34.71B
Ad is loading...

PHJFX vs VTINX

Header iconPHJFX vs VTINX Comparison
Open Charts PHJFX vs VTINXBanner chart's image
Principal LifeTime Hybrid Income J
Price$10.34
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets168.92M
Vanguard Target Retirement Income Fund
Price$13.31
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets34.71B
PHJFX vs VTINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
PHJFX vs. VTINX 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 PHJFX is a Hold and VTINX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
VTINX has more cash in the bank: 34.7B vs. PHJFX (169M). VTINX pays higher dividends than PHJFX: VTINX (3.26) vs PHJFX (2.92). PHJFX was incepted earlier than VTINX: PHJFX (7 years) vs VTINX (22 years). PHJFX (0.52) is less costly to investors than VTINX (0.08). PHJFX is a more actively managed with annual turnover of: 24.10 vs. VTINX (4.00). PHJFX (1000) and VTINX (1000) have matching initial minimum investment requirements. PHJFX annual gain was more profitable for investors over the last year : 6.46 vs. VTINX (4.65). PHJFX return over 5 years is better than : 11.73 vs. VTINX (7.01).
PHJFXVTINXPHJFX / VTINX
Total Expense Ratio0.520.08650%
Annual Report Gross Expense Ratio0.520.08650%
Fund Existence7 years22 years-
Gain YTD0.7821.89041%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets169M34.7B0%
Annual Yield % from dividends2.923.2689%
Returns for 1 year6.464.65139%
Returns for 3 years9.778.41116%
Returns for 5 years11.737.01167%
Returns for 10 yearsN/A21.45-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FKASX43.530.27
+0.62%
Federated Hermes Kaufmann Small Cap A
GGIPX21.47N/A
N/A
Goldman Sachs GQG Ptnrs Intl Opps P
NSMRX30.30N/A
N/A
Nuveen Small/Mid-Cap Value I
COSNX11.26N/A
N/A
Columbia Overseas Core Institutional
COIRX17.22N/A
N/A
Calvert International Opportunities R6