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JFNIX vs PHLAX
JFNIX vs PHLAX Comparison Chart in %
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JFNIX vs. PHLAX 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 JFNIX is a Buy and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. PHLAX (1.51B). PHLAX pays higher dividends than JFNIX: PHLAX (0.65) vs JFNIX (0.32). JFNIX was incepted earlier than PHLAX: JFNIX (16 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 : 19.33 vs. PHLAX (3.96). JFNIX return over 5 years is better than : 17.83 vs. PHLAX (-28.12).
| 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 | 27 years | - |
| Gain YTD | 21.015 | 5.860 | 359% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 1.51B | 358% |
| Annual Yield % from dividends | 0.32 | 0.65 | 49% |
| Returns for 1 year | 19.33 | 3.96 | 488% |
| Returns for 3 years | 23.49 | 7.22 | 325% |
| Returns for 5 years | 17.83 | -28.12 | -63% |
| Returns for 10 years | 62.97 | -17.53 | -359% |
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