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JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart in %
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JFNIX vs. PHSZX 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 PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. PHSZX (1.47B). JFNIX pays higher dividends than PHSZX: JFNIX (0.45) vs PHSZX (0.25). 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 : 15.19 vs. PHSZX (2.41). JFNIX return over 5 years is better than : 15.70 vs. PHSZX (-22.40).
| 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 | 1.023 | -1.066 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 1.47B | 364% |
| Annual Yield % from dividends | 0.45 | 0.25 | 181% |
| Returns for 1 year | 15.19 | 2.41 | 631% |
| Returns for 3 years | 23.89 | 12.98 | 184% |
| Returns for 5 years | 15.70 | -22.40 | -70% |
| Returns for 10 years | 99.38 | 26.45 | 376% |
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