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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
JHancock Financial Industries A
Price$18.60
Change-$0.35 (-1.85%)
VolumeN/A
Net Assets428.5M
JHancock Financial Industries R6
Price$18.56
Change-$0.35 (-1.85%)
VolumeN/A
Net Assets428.5M
FIDAX vs JFDRX Comparison Chart
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FIDAX vs. JFDRX commentary
Feb 23, 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 Hold and JFDRX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX (428M) and JFDRX (428M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.96) vs FIDAX (1.62). FIDAX was incepted earlier than JFDRX: FIDAX (29 years) vs JFDRX (7 years). FIDAX (72.00) and JFDRX (72.00) have comparable annual turnover. FIDAX has a lower initial minimum investment than JFDRX: FIDAX (1000) vs JFDRX (1000000). JFDRX (18.96) and FIDAX (18.56) have marching annual gain over last year. JFDRX return over 5 years is better than : 0.55 vs. FIDAX (-0.45).
| FIDAX | JFDRX | FIDAX / JFDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | 2.990 | 2.997 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 428M | 100% |
| Annual Yield % from dividends | 1.62 | 1.96 | 83% |
| Returns for 1 year | 18.56 | 18.96 | 98% |
| Returns for 3 years | -0.96 | -0.36 | 269% |
| Returns for 5 years | -0.45 | 0.55 | -82% |
| Returns for 10 years | 14.27 | N/A | - |
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