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
Dec 25, 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 PHLCX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. PHLCX (1.5B). PHLCX pays higher dividends than JFNIX: PHLCX (1.19) vs JFNIX (0.32). JFNIX was incepted earlier than PHLCX: JFNIX (16 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 : 19.33 vs. PHLCX (-22.27). JFNIX return over 5 years is better than : 17.83 vs. PHLCX (-68.96).
| JFNIX | PHLCX | JFNIX / PHLCX | |
| Total Expense Ratio | 0.77 | 1.96 | 39% |
| Annual Report Gross Expense Ratio | 0.77 | 1.96 | 39% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 21.015 | -20.783 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 1.5B | 359% |
| Annual Yield % from dividends | 0.32 | 1.19 | 27% |
| Returns for 1 year | 19.33 | -22.27 | -87% |
| Returns for 3 years | 23.49 | -39.15 | -60% |
| Returns for 5 years | 17.83 | -68.96 | -26% |
| Returns for 10 years | 62.97 | -71.25 | -88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement