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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
JHancock Financial Industries A
Price$16.33
Change-$0.56 (-3.32%)
VolumeN/A
Net Assets275.7M
JHancock Financial Industries R6
Price$16.31
Change-$0.55 (-3.26%)
VolumeN/A
Net Assets275.7M
FIDAX vs JFDRX Comparison Chart
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FIDAX vs. JFDRX commentary
Apr 11, 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 JFDRX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX (276M) and JFDRX (276M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.44) vs FIDAX (1.14). 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). FIDAX annual gain was more profitable for investors over the last year : 5.21 vs. JFDRX (2.09). FIDAX return over 5 years is better than : 20.20 vs. JFDRX (17.43).
| 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 | -6.478 | -9.489 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 276M | 100% |
| Annual Yield % from dividends | 1.14 | 1.44 | 79% |
| Returns for 1 year | 5.21 | 2.09 | 250% |
| Returns for 3 years | -4.33 | -6.89 | 63% |
| Returns for 5 years | 20.20 | 17.43 | 116% |
| Returns for 10 years | 2.89 | N/A | - |
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