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JFNIX vs PHSZX
JFNIX vs PHSZX Comparison Chart in %
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JFNIX vs. PHSZX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. PHSZX (1.51B). PHSZX pays higher dividends than JFNIX: PHSZX (0.67) vs JFNIX (0.32). JFNIX was incepted earlier than PHSZX: JFNIX (16 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 : 19.33 vs. PHSZX (7.36). JFNIX return over 5 years is better than : 17.83 vs. PHSZX (-17.70).
| 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 | 27 years | - |
| Gain YTD | 21.015 | 9.306 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 1.51B | 358% |
| Annual Yield % from dividends | 0.32 | 0.67 | 48% |
| Returns for 1 year | 19.33 | 7.36 | 263% |
| Returns for 3 years | 23.49 | 15.72 | 149% |
| Returns for 5 years | 17.83 | -17.70 | -101% |
| Returns for 10 years | 62.97 | 0.62 | 10,219% |
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