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JFNIX vs PHLAX
JFNIX vs PHLAX Comparison Chart in %
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JFNIX vs. PHLAX commentary
Dec 05, 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 JFNIX is a Hold and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. PHLAX (1.53B). PHLAX pays higher dividends than JFNIX: PHLAX (0.65) vs JFNIX (0.32). JFNIX was incepted earlier than PHLAX: JFNIX (16 years) vs PHLAX (26 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 (35.00). 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 : 8.91 vs. PHLAX (-0.44). JFNIX return over 5 years is better than : 15.24 vs. PHLAX (-29.41).
| JFNIX | PHLAX | JFNIX / PHLAX | |
| Total Expense Ratio | 0.77 | 1.13 | 68% |
| Annual Report Gross Expense Ratio | 0.77 | 1.13 | 68% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 22.832 | 20.230 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.53B | 323% |
| Annual Yield % from dividends | 0.32 | 0.65 | 49% |
| Returns for 1 year | 8.91 | -0.44 | -2,013% |
| Returns for 3 years | 22.47 | 18.24 | 123% |
| Returns for 5 years | 15.24 | -29.41 | -52% |
| Returns for 10 years | 54.18 | -17.14 | -316% |
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