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JNGLX vs PHSZX
JNGLX vs PHSZX Comparison Chart in %
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JNGLX vs. PHSZX commentary
Jul 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 StrongBuy and PHSZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JNGLX has more cash in the bank: 4.4B vs. PHSZX (1.36B). PHSZX pays higher dividends than JNGLX: PHSZX (0.85) vs JNGLX (0.36). JNGLX was incepted earlier than PHSZX: JNGLX (27 years) vs PHSZX (26 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 (35.00). 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 : -14.11 vs. PHSZX (-17.62). JNGLX return over 5 years is better than : 5.37 vs. PHSZX (-23.50).
| 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 | 26 years | - |
| Gain YTD | -0.957 | -2.436 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 1.36B | 323% |
| Annual Yield % from dividends | 0.36 | 0.85 | 42% |
| Returns for 1 year | -14.11 | -17.62 | 80% |
| Returns for 3 years | 9.24 | 5.45 | 169% |
| Returns for 5 years | 5.37 | -23.50 | -23% |
| Returns for 10 years | 7.20 | -32.84 | -22% |
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