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JFNIX vs PHLAX
JFNIX vs PHLAX Comparison Chart in %
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JFNIX vs. PHLAX 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 JFNIX is a Buy and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. PHLAX (1.46B). JFNIX pays higher dividends than PHLAX: JFNIX (0.45) vs PHLAX (0.11). JFNIX was incepted earlier than PHLAX: JFNIX (17 years) vs PHLAX (27 years). PHLAX (1.13) is less costly to investors than JFNIX (0.77). PHLAX is a more actively managed with annual turnover of: 79.00 vs. JFNIX (30.00). PHLAX has a lower initial minimum investment than JFNIX: PHLAX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 15.19 vs. PHLAX (-0.96). JFNIX return over 5 years is better than : 15.70 vs. PHLAX (-32.31).
| JFNIX | PHLAX | JFNIX / PHLAX | |
| Total Expense Ratio | 0.77 | 1.13 | 68% |
| Annual Report Gross Expense Ratio | 0.77 | 1.13 | 68% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 1.023 | -1.100 | -93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.46B | 367% |
| Annual Yield % from dividends | 0.45 | 0.11 | 390% |
| Returns for 1 year | 15.19 | -0.96 | -1,583% |
| Returns for 3 years | 23.89 | 4.53 | 527% |
| Returns for 5 years | 15.70 | -32.31 | -49% |
| Returns for 10 years | 99.38 | 3.52 | 2,824% |
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