Interact to see
Advertisement
Advertisement
JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. PHLCX commentary
Jan 15, 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 PHLCX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. PHLCX (1.48B). JFNIX pays higher dividends than PHLCX: JFNIX (0.45) vs PHLCX (0.17). JFNIX was incepted earlier than PHLCX: JFNIX (17 years) vs PHLCX (27 years). PHLCX (1.96) is less costly to investors than JFNIX (0.77). PHLCX is a more actively managed with annual turnover of: 79.00 vs. JFNIX (30.00). PHLCX has a lower initial minimum investment than JFNIX: PHLCX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 24.06 vs. PHLCX (-19.48). JFNIX return over 5 years is better than : 17.25 vs. PHLCX (-69.94).
| JFNIX | PHLCX | JFNIX / PHLCX | |
| Total Expense Ratio | 0.77 | 1.96 | 39% |
| Annual Report Gross Expense Ratio | 0.77 | 1.96 | 39% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 2.378 | 1.535 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.48B | 363% |
| Annual Yield % from dividends | 0.45 | 0.17 | 271% |
| Returns for 1 year | 24.06 | -19.48 | -124% |
| Returns for 3 years | 24.03 | -39.83 | -60% |
| Returns for 5 years | 17.25 | -69.94 | -25% |
| Returns for 10 years | 88.83 | -65.88 | -135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement