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
Feb 05, 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 PHLQX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. PHLQX (1.46B). JFNIX pays higher dividends than PHLQX: JFNIX (0.45) vs PHLQX (0.31). JFNIX was incepted earlier than PHLQX: JFNIX (17 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 (30.00). 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 : 15.19 vs. PHLQX (2.61). JFNIX return over 5 years is better than : 15.70 vs. PHLQX (-21.74).
| JFNIX | PHLQX | JFNIX / PHLQX | |
| Total Expense Ratio | 0.77 | 0.77 | 100% |
| Annual Report Gross Expense Ratio | 0.77 | 0.77 | 100% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 1.023 | -1.054 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.46B | 368% |
| Annual Yield % from dividends | 0.45 | 0.31 | 142% |
| Returns for 1 year | 15.19 | 2.61 | 582% |
| Returns for 3 years | 23.89 | 13.56 | 176% |
| Returns for 5 years | 15.70 | -21.74 | -72% |
| Returns for 10 years | 99.38 | 28.11 | 354% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement