Interact to see
Advertisement
Advertisement
FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FPHAX vs. JFNIX commentary
Feb 05, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. FPHAX (1.43B). FPHAX pays higher dividends than JFNIX: FPHAX (3.02) 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 : 26.51 vs. JFNIX (15.19). FPHAX return over 5 years is better than : 42.01 vs. JFNIX (15.70).
| 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 | 3.429 | 1.023 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 5.36B | 27% |
| Annual Yield % from dividends | 3.02 | 0.45 | 679% |
| Returns for 1 year | 26.51 | 15.19 | 175% |
| Returns for 3 years | 50.45 | 23.89 | 211% |
| Returns for 5 years | 42.01 | 15.70 | 268% |
| Returns for 10 years | 89.51 | 99.38 | 90% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement