Interact to see
Advertisement
Advertisement
JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. PHSZX commentary
Aug 18, 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 PHSZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. PHSZX (1.33B). PHSZX pays higher dividends than JFNIX: PHSZX (0.85) vs JFNIX (0.41). JFNIX was incepted earlier than PHSZX: JFNIX (16 years) vs PHSZX (26 years). PHSZX (0.86) is less costly to investors than JFNIX (0.77). PHSZX is a more actively managed with annual turnover of: 79.00 vs. JFNIX (35.00). PHSZX has a lower initial minimum investment than JFNIX: PHSZX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -14.21 vs. PHSZX (-19.39). JFNIX return over 5 years is better than : 5.30 vs. PHSZX (-24.95).
| JFNIX | PHSZX | JFNIX / PHSZX | |
| Total Expense Ratio | 0.77 | 0.86 | 90% |
| Annual Report Gross Expense Ratio | 0.77 | 0.86 | 90% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 0.897 | -2.780 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.29B | 1.33B | 322% |
| Annual Yield % from dividends | 0.41 | 0.85 | 48% |
| Returns for 1 year | -14.21 | -19.39 | 73% |
| Returns for 3 years | 6.34 | 1.87 | 340% |
| Returns for 5 years | 5.30 | -24.95 | -21% |
| Returns for 10 years | 12.82 | -30.43 | -42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement