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JNGLX vs PHSZX
JNGLX vs PHSZX Comparison Chart in %
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JNGLX 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 JNGLX is a Hold and PHSZX is a Hold.
FUNDAMENTALS
Fundamentals
JNGLX has more cash in the bank: 5.36B vs. PHSZX (1.48B). JNGLX pays higher dividends than PHSZX: JNGLX (0.43) vs PHSZX (0.24). 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 : 23.98 vs. PHSZX (11.17). JNGLX return over 5 years is better than : 16.97 vs. PHSZX (-20.31).
| 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 | 2.383 | 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 | 0.43 | 0.24 | 178% |
| Returns for 1 year | 23.98 | 11.17 | 215% |
| Returns for 3 years | 23.87 | 14.44 | 165% |
| Returns for 5 years | 16.97 | -20.31 | -84% |
| Returns for 10 years | 87.75 | 19.44 | 451% |
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