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JNGLX vs PHSZX
JNGLX vs PHSZX Comparison Chart in %
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JNGLX 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 JNGLX is a Buy and PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
JNGLX has more cash in the bank: 5.39B vs. PHSZX (1.51B). PHSZX pays higher dividends than JNGLX: PHSZX (0.67) vs JNGLX (0.28). JNGLX was incepted earlier than PHSZX: JNGLX (27 years) vs PHSZX (27 years). PHSZX (0.86) is less costly to investors than JNGLX (0.80). PHSZX is a more actively managed with annual turnover of: 79.00 vs. JNGLX (30.00). PHSZX has a lower initial minimum investment than JNGLX: PHSZX (0) vs JNGLX (2500). JNGLX annual gain was more profitable for investors over the last year : 19.30 vs. PHSZX (7.36). JNGLX return over 5 years is better than : 17.58 vs. PHSZX (-17.70).
| JNGLX | PHSZX | JNGLX / PHSZX | |
| Total Expense Ratio | 0.80 | 0.86 | 93% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 20.982 | 9.306 | 225% |
| 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 | 0.28 | 0.67 | 42% |
| Returns for 1 year | 19.30 | 7.36 | 262% |
| Returns for 3 years | 23.34 | 15.72 | 148% |
| Returns for 5 years | 17.58 | -17.70 | -99% |
| Returns for 10 years | 62.09 | 0.62 | 10,077% |