FIDAX
Price
$18.94
Change
-$0.04 (-0.21%)
Updated
Jan 22 closing price
Net Assets
491.3M
FRBAX
Price
$29.22
Change
-$0.36 (-1.22%)
Updated
Jan 22 closing price
Net Assets
896.26M
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FIDAX vs FRBAX

Header iconFIDAX vs FRBAX Comparison
Open Charts FIDAX vs FRBAXBanner chart's image
JHancock Financial Industries A
Price$18.94
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets491.3M
JHancock Regional Bank A
Price$29.22
Change-$0.36 (-1.22%)
VolumeN/A
Net Assets896.26M
FIDAX vs FRBAX Comparison Chart
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FIDAX vs. FRBAX commentary
Jan 24, 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 FIDAX is a Buy and FRBAX is a Hold.

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FUNDAMENTALS
Fundamentals
FRBAX has more cash in the bank: 896M vs. FIDAX (491M). FRBAX pays higher dividends than FIDAX: FRBAX (2.23) vs FIDAX (1.62). FIDAX was incepted earlier than FRBAX: FIDAX (29 years) vs FRBAX (33 years). FIDAX is a more actively managed with annual turnover of: 72.00 vs. FRBAX (7.00). FIDAX (1000) and FRBAX (1000) have matching initial minimum investment requirements. FIDAX annual gain was more profitable for investors over the last year : 24.17 vs. FRBAX (19.42). FRBAX return over 5 years is better than : 15.80 vs. FIDAX (3.59).
FIDAXFRBAXFIDAX / FRBAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years33 years-
Gain YTD4.8732.419201%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets491M896M55%
Annual Yield % from dividends1.622.2373%
Returns for 1 year24.1719.42124%
Returns for 3 years2.87-7.08-41%
Returns for 5 years3.5915.8023%
Returns for 10 years21.9680.8027%
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