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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
JHancock Financial Industries A
Price$19.03
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets302.34M
JHancock Financial Industries R6
Price$19.02
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets302.34M
FIDAX vs JFDRX Comparison Chart in %
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FIDAX vs. JFDRX commentary
Jul 18, 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 (302M) and JFDRX (302M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.36) vs FIDAX (1.08). 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 annual gain was more profitable for investors over the last year : 8.78 vs. FIDAX (8.33). JFDRX return over 5 years is better than : 25.84 vs. FIDAX (24.48).
| 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 | 4.540 | 4.772 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 302M | 100% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | 8.33 | 8.78 | 95% |
| Returns for 3 years | 23.29 | 24.11 | 97% |
| Returns for 5 years | 24.48 | 25.84 | 95% |
| Returns for 10 years | 9.59 | N/A | - |
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