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JFNIX vs PHSYX
JFNIX vs PHSYX Comparison Chart in %
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JFNIX vs. PHSYX commentary
Feb 04, 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 PHSYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. PHSYX (1.55B). JFNIX pays higher dividends than PHSYX: JFNIX (0.45) vs PHSYX (0.37). JFNIX was incepted earlier than PHSYX: JFNIX (17 years) vs PHSYX (26 years). PHSYX (0.79) 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 : 15.19 vs. PHSYX (8.21). JFNIX return over 5 years is better than : 15.70 vs. PHSYX (11.61).
| JFNIX | PHSYX | JFNIX / PHSYX | |
| Total Expense Ratio | 0.77 | 0.79 | 97% |
| Annual Report Gross Expense Ratio | 0.77 | 0.79 | 97% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 1.023 | 0.803 | 127% |
| Front Load | N/A | N/A | - |
| 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 | 0.37 | 120% |
| Returns for 1 year | 15.19 | 8.21 | 185% |
| Returns for 3 years | 23.89 | 21.32 | 112% |
| Returns for 5 years | 15.70 | 11.61 | 135% |
| Returns for 10 years | 99.38 | 30.68 | 324% |
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