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JFNIX vs PHSYX
JFNIX vs PHSYX Comparison Chart in %
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JFNIX vs. PHSYX 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 PHSYX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. PHSYX (1.56B). PHSYX pays higher dividends than JFNIX: PHSYX (0.49) vs JFNIX (0.32). JFNIX was incepted earlier than PHSYX: JFNIX (16 years) vs PHSYX (26 years). PHSYX (0.80) and JFNIX (0.77) have similar cost to investors . PHSYX is a more actively managed with annual turnover of: 36.00 vs. JFNIX (30.00). PHSYX has a lower initial minimum investment than JFNIX: PHSYX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 19.33 vs. PHSYX (12.87). JFNIX return over 5 years is better than : 17.83 vs. PHSYX (14.50).
| JFNIX | PHSYX | JFNIX / PHSYX | |
| Total Expense Ratio | 0.77 | 0.80 | 96% |
| Annual Report Gross Expense Ratio | 0.77 | 0.80 | 96% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 21.015 | 14.318 | 147% |
| Front Load | N/A | N/A | - |
| 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 | 0.49 | 66% |
| Returns for 1 year | 19.33 | 12.87 | 150% |
| Returns for 3 years | 23.49 | 16.36 | 144% |
| Returns for 5 years | 17.83 | 14.50 | 123% |
| Returns for 10 years | 62.97 | 11.38 | 553% |
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