Interact to see
Advertisement
Advertisement
JFNIX vs PHLAX
JFNIX vs PHLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. PHLAX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. PHLAX (1.33B). PHLAX pays higher dividends than JFNIX: PHLAX (0.82) vs JFNIX (0.41). 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 : -14.21 vs. PHLAX (-21.86). JFNIX return over 5 years is better than : 5.30 vs. PHLAX (-34.24).
| 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 | 0.897 | -2.945 | -30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 1.33B | 322% |
| Annual Yield % from dividends | 0.41 | 0.82 | 50% |
| Returns for 1 year | -14.21 | -21.86 | 65% |
| Returns for 3 years | 6.34 | -3.16 | -200% |
| Returns for 5 years | 5.30 | -34.24 | -15% |
| Returns for 10 years | 12.82 | -41.88 | -31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement