Interact to see
Advertisement
Advertisement
JFNIX vs PHLQX
JFNIX vs PHLQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. PHLQX commentary
Dec 04, 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 Hold and PHLQX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. PHLQX (1.53B). PHLQX pays higher dividends than JFNIX: PHLQX (0.74) vs JFNIX (0.32). JFNIX was incepted earlier than PHLQX: JFNIX (16 years) vs PHLQX (10 years). JFNIX (0.77) and PHLQX (0.77) have similar cost to investors . PHLQX is a more actively managed with annual turnover of: 79.00 vs. JFNIX (35.00). PHLQX has a lower initial minimum investment than JFNIX: PHLQX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 8.79 vs. PHLQX (1.93). JFNIX return over 5 years is better than : 16.72 vs. PHLQX (-17.83).
| JFNIX | PHLQX | JFNIX / PHLQX | |
| Total Expense Ratio | 0.77 | 0.77 | 100% |
| Annual Report Gross Expense Ratio | 0.77 | 0.77 | 100% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 22.993 | 20.041 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.53B | 323% |
| Annual Yield % from dividends | 0.32 | 0.74 | 44% |
| Returns for 1 year | 8.79 | 1.93 | 456% |
| Returns for 3 years | 22.63 | 24.27 | 93% |
| Returns for 5 years | 16.72 | -17.83 | -94% |
| Returns for 10 years | 54.38 | N/A | - |