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JFNIX vs PHSTX
JFNIX vs PHSTX Comparison Chart in %
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JFNIX vs. PHSTX 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 PHSTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. PHSTX (1.55B). JFNIX pays higher dividends than PHSTX: JFNIX (0.45) vs PHSTX (0.22). JFNIX was incepted earlier than PHSTX: JFNIX (17 years) vs PHSTX (44 years). PHSTX (1.04) 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 : 15.19 vs. PHSTX (7.75). JFNIX return over 5 years is better than : 15.70 vs. PHSTX (7.09).
| JFNIX | PHSTX | JFNIX / PHSTX | |
| Total Expense Ratio | 0.77 | 1.04 | 74% |
| Annual Report Gross Expense Ratio | 0.77 | 1.04 | 74% |
| Fund Existence | 17 years | 44 years | - |
| Gain YTD | 1.023 | 0.777 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.55B | 346% |
| Annual Yield % from dividends | 0.45 | 0.22 | 200% |
| Returns for 1 year | 15.19 | 7.75 | 196% |
| Returns for 3 years | 23.89 | 18.99 | 126% |
| Returns for 5 years | 15.70 | 7.09 | 222% |
| Returns for 10 years | 99.38 | 20.69 | 480% |
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