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JNGLX vs PHSZX
JNGLX vs PHSZX Comparison Chart in %
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JNGLX vs. PHSZX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
JNGLX has more cash in the bank: 4.35B 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 : -11.75 vs. PHSZX (-15.56). JNGLX return over 5 years is better than : 4.91 vs. PHSZX (-24.91).
| 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 | -2.563 | -4.458 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 1.36B | 319% |
| Annual Yield % from dividends | 0.36 | 0.85 | 42% |
| Returns for 1 year | -11.75 | -15.56 | 75% |
| Returns for 3 years | 9.32 | 5.61 | 166% |
| Returns for 5 years | 4.91 | -24.91 | -20% |
| Returns for 10 years | 10.95 | -31.66 | -35% |
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