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FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart in %
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FPHAX vs. JFNIX commentary
Jul 07, 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 FPHAX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. FPHAX (1.12B). FPHAX pays higher dividends than JFNIX: FPHAX (1.33) vs JFNIX (0.41). FPHAX was incepted earlier than JFNIX: FPHAX (24 years) vs JFNIX (16 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 (35.00). FPHAX has a lower initial minimum investment than JFNIX: FPHAX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -11.72 vs. FPHAX (-14.20). FPHAX return over 5 years is better than : 9.06 vs. JFNIX (5.15).
| FPHAX | JFNIX | FPHAX / JFNIX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 0.77 | 87% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -2.040 | -2.558 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 4.35B | 26% |
| Annual Yield % from dividends | 1.33 | 0.41 | 326% |
| Returns for 1 year | -14.20 | -11.72 | 121% |
| Returns for 3 years | 10.61 | 9.44 | 112% |
| Returns for 5 years | 9.06 | 5.15 | 176% |
| Returns for 10 years | 9.95 | 11.59 | 86% |