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FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart in %
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FPHAX vs. JFNIX commentary
Jan 16, 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 FPHAX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. FPHAX (1.35B). FPHAX pays higher dividends than JFNIX: FPHAX (3.09) vs JFNIX (0.45). FPHAX was incepted earlier than JFNIX: FPHAX (25 years) vs JFNIX (17 years). JFNIX (0.77) is less costly to investors than FPHAX (0.67). FPHAX is a more actively managed with annual turnover of: 51.00 vs. JFNIX (30.00). FPHAX has a lower initial minimum investment than JFNIX: FPHAX (0) vs JFNIX (2500). FPHAX annual gain was more profitable for investors over the last year : 32.12 vs. JFNIX (24.06). FPHAX return over 5 years is better than : 38.41 vs. JFNIX (17.25).
| FPHAX | JFNIX | FPHAX / JFNIX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 1.973 | 2.378 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 5.36B | 25% |
| Annual Yield % from dividends | 3.09 | 0.45 | 688% |
| Returns for 1 year | 32.12 | 24.06 | 134% |
| Returns for 3 years | 41.92 | 24.03 | 174% |
| Returns for 5 years | 38.41 | 17.25 | 223% |
| Returns for 10 years | 81.90 | 88.83 | 92% |
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