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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
JHancock Financial Industries A
Price$18.56
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets299.13M
JHancock Financial Industries R6
Price$18.54
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets299.13M
FIDAX vs JFDRX Comparison Chart
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FIDAX vs. JFDRX commentary
Jun 07, 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 (299M) and JFDRX (299M) 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 (13.92) and FIDAX (13.50) have marching annual gain over last year. JFDRX return over 5 years is better than : 16.25 vs. FIDAX (15.06).
| 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 | 2.824 | 2.997 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 299M | 100% |
| Annual Yield % from dividends | 1.11 | 1.39 | 79% |
| Returns for 1 year | 13.50 | 13.92 | 97% |
| Returns for 3 years | 9.84 | 10.58 | 93% |
| Returns for 5 years | 15.06 | 16.25 | 93% |
| Returns for 10 years | 10.39 | N/A | - |
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