Interact to see
Advertisement
Advertisement
JNGLX vs PHSZX
JNGLX vs PHSZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JNGLX vs. PHSZX commentary
Dec 04, 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 Hold and PHSZX is a Buy.
FUNDAMENTALS
Fundamentals
JNGLX has more cash in the bank: 4.95B vs. PHSZX (1.53B). PHSZX pays higher dividends than JNGLX: PHSZX (0.67) vs JNGLX (0.28). 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 : 8.74 vs. PHSZX (1.74). JNGLX return over 5 years is better than : 16.44 vs. PHSZX (-18.48).
| 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 | 22.964 | 19.945 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.53B | 323% |
| Annual Yield % from dividends | 0.28 | 0.67 | 42% |
| Returns for 1 year | 8.74 | 1.74 | 502% |
| Returns for 3 years | 22.50 | 23.76 | 95% |
| Returns for 5 years | 16.44 | -18.48 | -89% |
| Returns for 10 years | 53.51 | -1.33 | -4,025% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement