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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
JHancock Financial Industries A
Price$19.11
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets298.36M
JHancock Financial Industries R6
Price$19.12
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets298.36M
FIDAX vs JFDRX Comparison Chart in %
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FIDAX vs. JFDRX commentary
Oct 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 Hold and JFDRX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX (298M) and JFDRX (298M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.35) vs FIDAX (1.08). FIDAX was incepted earlier than JFDRX: FIDAX (30 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 : 4.86 vs. FIDAX (4.43). JFDRX return over 5 years is better than : 21.61 vs. FIDAX (20.38).
| FIDAX | JFDRX | FIDAX / JFDRX | |
| Total Expense Ratio | 1.27 | 0.86 | 148% |
| Annual Report Gross Expense Ratio | 1.28 | 0.87 | 147% |
| Fund Existence | 30 years | 8 years | - |
| Gain YTD | 5.925 | 6.215 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 298M | 100% |
| Annual Yield % from dividends | 1.08 | 1.35 | 79% |
| Returns for 1 year | 4.43 | 4.86 | 91% |
| Returns for 3 years | 23.97 | 24.72 | 97% |
| Returns for 5 years | 20.38 | 21.61 | 94% |
| Returns for 10 years | 21.24 | N/A | - |
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