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FIDAX vs GAFSX
FIDAX vs GAFSX Comparison
Open Charts FIDAX vs GAFSX
JHancock Financial Industries A
Price$17.08
Change-$1.14 (-6.26%)
VolumeN/A
Net Assets370.9M
Gabelli Global Financial Services AAA
Price$15.73
Change-$0.88 (-5.30%)
VolumeN/A
Net Assets52.75M
FIDAX vs GAFSX Comparison Chart
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FIDAX vs. GAFSX commentary
Apr 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 FIDAX is a Buy and GAFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 371M vs. GAFSX (52.7M). GAFSX pays higher dividends than FIDAX: GAFSX (2.13) vs FIDAX (1.14). FIDAX was incepted earlier than GAFSX: FIDAX (29 years) vs GAFSX (7 years). GAFSX (1.71) is less costly to investors than FIDAX (1.28). FIDAX is a more actively managed with annual turnover of: 61.00 vs. GAFSX (9.00). FIDAX (1000) and GAFSX (1000) have matching initial minimum investment requirements. GAFSX annual gain was more profitable for investors over the last year : 23.47 vs. FIDAX (10.09). GAFSX return over 5 years is better than : 236.52 vs. FIDAX (51.54).
| FIDAX | GAFSX | FIDAX / GAFSX | |
| Total Expense Ratio | 1.27 | 1.25 | 102% |
| Annual Report Gross Expense Ratio | 1.28 | 1.71 | 75% |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | -0.332 | 4.433 | -7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 52.7M | 704% |
| Annual Yield % from dividends | 1.14 | 2.13 | 53% |
| Returns for 1 year | 10.09 | 23.47 | 43% |
| Returns for 3 years | -0.56 | 59.59 | -1% |
| Returns for 5 years | 51.54 | 236.52 | 22% |
| Returns for 10 years | 10.33 | N/A | - |
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