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FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart in %
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FPHAX vs. JFNIX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B 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). FPHAX annual gain was more profitable for investors over the last year : -10.62 vs. JFNIX (-14.09). FPHAX return over 5 years is better than : 14.39 vs. JFNIX (5.60).
| 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 | 3.264 | -0.956 | -342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 4.4B | 25% |
| Annual Yield % from dividends | 1.33 | 0.41 | 326% |
| Returns for 1 year | -10.62 | -14.09 | 75% |
| Returns for 3 years | 15.11 | 9.36 | 161% |
| Returns for 5 years | 14.39 | 5.60 | 257% |
| Returns for 10 years | 10.88 | 7.79 | 140% |
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