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FPHAX vs JFNIX
FPHAX vs JFNIX Comparison Chart in %
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FPHAX vs. JFNIX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. FPHAX (1.34B). FPHAX pays higher dividends than JFNIX: FPHAX (1.02) vs JFNIX (0.32). FPHAX was incepted earlier than JFNIX: FPHAX (25 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 (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 : 25.67 vs. JFNIX (19.33). FPHAX return over 5 years is better than : 44.65 vs. JFNIX (17.83).
| 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 | 16 years | - |
| Gain YTD | 27.486 | 21.015 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 5.39B | 25% |
| Annual Yield % from dividends | 1.02 | 0.32 | 318% |
| Returns for 1 year | 25.67 | 19.33 | 133% |
| Returns for 3 years | 44.52 | 23.49 | 190% |
| Returns for 5 years | 44.65 | 17.83 | 250% |
| Returns for 10 years | 64.68 | 62.97 | 103% |
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