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JFNIX vs PHSTX
JFNIX vs PHSTX Comparison Chart in %
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JFNIX vs. PHSTX commentary
Dec 26, 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 PHSTX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. PHSTX (1.56B). JFNIX (0.32) and PHSTX (0.31) have matching dividends . JFNIX was incepted earlier than PHSTX: JFNIX (16 years) vs PHSTX (44 years). PHSTX (1.05) is less costly to investors than JFNIX (0.77). PHSTX is a more actively managed with annual turnover of: 36.00 vs. JFNIX (30.00). PHSTX has a lower initial minimum investment than JFNIX: PHSTX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 19.33 vs. PHSTX (12.57). JFNIX return over 5 years is better than : 17.83 vs. PHSTX (10.01).
| JFNIX | PHSTX | JFNIX / PHSTX | |
| Total Expense Ratio | 0.77 | 1.05 | 73% |
| Annual Report Gross Expense Ratio | 0.77 | 1.05 | 73% |
| Fund Existence | 16 years | 44 years | - |
| Gain YTD | 21.015 | 14.027 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 1.56B | 345% |
| Annual Yield % from dividends | 0.32 | 0.31 | 104% |
| Returns for 1 year | 19.33 | 12.57 | 154% |
| Returns for 3 years | 23.49 | 14.29 | 164% |
| Returns for 5 years | 17.83 | 10.01 | 178% |
| Returns for 10 years | 62.97 | 3.02 | 2,084% |
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