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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
FIDAX vs JFDRX Comparison Chart in %
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FIDAX vs. JFDRX commentary
Jun 04, 2026
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 (260M) and JFDRX (260M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.26) vs FIDAX (0.91). FIDAX was incepted earlier than JFDRX: FIDAX (30 years) vs JFDRX (9 years). FIDAX (1.30) is less costly to investors than JFDRX (0.89). FIDAX (63.00) and JFDRX (63.00) have comparable annual turnover. FIDAX has a lower initial minimum investment than JFDRX: FIDAX (1000) vs JFDRX (1000000). JFDRX (-28.18) and FIDAX (-28.34) have marching annual gain over last year. JFDRX (-37.51) and FIDAX (-38.24) have equivalent 5 years return.
| FIDAX | JFDRX | FIDAX / JFDRX | |
| Total Expense Ratio | 1.29 | 0.88 | 147% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | -2.568 | -2.502 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 260M | 100% |
| Annual Yield % from dividends | 0.91 | 1.26 | 72% |
| Returns for 1 year | -28.34 | -28.18 | 101% |
| Returns for 3 years | 1.84 | 2.80 | 66% |
| Returns for 5 years | -38.24 | -37.51 | 102% |
| Returns for 10 years | -11.72 | N/A | - |
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