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
Jul 28, 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 StrongBuy and PHLQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. PHLQX (1.36B). PHLQX pays higher dividends than JFNIX: PHLQX (0.93) vs JFNIX (0.41). 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 : -14.09 vs. PHLQX (-17.48). JFNIX return over 5 years is better than : 5.60 vs. PHLQX (-22.88).
| 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 | -0.956 | -2.389 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 1.36B | 323% |
| Annual Yield % from dividends | 0.41 | 0.93 | 44% |
| Returns for 1 year | -14.09 | -17.48 | 81% |
| Returns for 3 years | 9.36 | 5.89 | 159% |
| Returns for 5 years | 5.60 | -22.88 | -24% |
| Returns for 10 years | 7.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers