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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
JHancock Financial Industries A
Price$18.92
Change+$0.23 (+1.23%)
VolumeN/A
Net Assets299.67M
JHancock Financial Industries R6
Price$18.91
Change+$0.23 (+1.23%)
VolumeN/A
Net Assets299.67M
FIDAX vs JFDRX Comparison Chart in %
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FIDAX vs. JFDRX commentary
Jun 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 FIDAX is a StrongBuy and JFDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX (300M) and JFDRX (300M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.39) vs FIDAX (1.11). FIDAX was incepted earlier than JFDRX: FIDAX (29 years) vs JFDRX (8 years). FIDAX (1.28) is less costly to investors than JFDRX (0.87). FIDAX (61.00) and JFDRX (61.00) have comparable annual turnover. FIDAX has a lower initial minimum investment than JFDRX: FIDAX (1000) vs JFDRX (1000000). JFDRX (15.42) and FIDAX (15.00) have marching annual gain over last year. JFDRX (30.25) and FIDAX (28.90) have equivalent 5 years return.
| FIDAX | JFDRX | FIDAX / JFDRX | |
| Total Expense Ratio | 1.27 | 0.86 | 148% |
| Annual Report Gross Expense Ratio | 1.28 | 0.87 | 147% |
| Fund Existence | 29 years | 8 years | - |
| Gain YTD | 3.488 | 3.663 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 300M | 100% |
| Annual Yield % from dividends | 1.11 | 1.39 | 79% |
| Returns for 1 year | 15.00 | 15.42 | 97% |
| Returns for 3 years | 19.40 | 20.13 | 96% |
| Returns for 5 years | 28.90 | 30.25 | 96% |
| Returns for 10 years | 12.03 | N/A | - |
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