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JFNIX vs PHLCX
JFNIX vs PHLCX Comparison Chart in %
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JFNIX vs. PHLCX commentary
Feb 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. PHLCX (1.46B). 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 : 15.19 vs. PHLCX (-25.85). JFNIX return over 5 years is better than : 15.70 vs. PHLCX (-70.74).
| 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 | 1.023 | -1.126 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.46B | 368% |
| Annual Yield % from dividends | 0.45 | 0.17 | 266% |
| Returns for 1 year | 15.19 | -25.85 | -59% |
| Returns for 3 years | 23.89 | -40.59 | -59% |
| Returns for 5 years | 15.70 | -70.74 | -22% |
| Returns for 10 years | 99.38 | -63.88 | -156% |
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