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
Jan 16, 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 Hold and PHSZX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. PHSZX (1.48B). JFNIX pays higher dividends than PHSZX: JFNIX (0.45) vs PHSZX (0.24). JFNIX was incepted earlier than PHSZX: JFNIX (17 years) vs PHSZX (27 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 (30.00). 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 : 24.06 vs. PHSZX (11.17). JFNIX return over 5 years is better than : 17.25 vs. PHSZX (-20.31).
| JFNIX | PHSZX | JFNIX / PHSZX | |
| Total Expense Ratio | 0.77 | 0.86 | 90% |
| Annual Report Gross Expense Ratio | 0.77 | 0.86 | 90% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 2.378 | 1.514 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.48B | 363% |
| Annual Yield % from dividends | 0.45 | 0.24 | 185% |
| Returns for 1 year | 24.06 | 11.17 | 215% |
| Returns for 3 years | 24.03 | 14.44 | 166% |
| Returns for 5 years | 17.25 | -20.31 | -85% |
| Returns for 10 years | 88.83 | 19.44 | 457% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement