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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
Aug 03, 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 Buy and JFDRX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX (282M) and JFDRX (282M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.19) vs FIDAX (0.86). 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 (-21.53) and FIDAX (-21.69) have marching annual gain over last year. JFDRX (-29.20) and FIDAX (-30.06) 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 | 7.043 | 7.211 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 282M | 100% |
| Annual Yield % from dividends | 0.86 | 1.19 | 72% |
| Returns for 1 year | -21.69 | -21.53 | 101% |
| Returns for 3 years | 2.64 | 3.62 | 73% |
| Returns for 5 years | -30.06 | -29.20 | 103% |
| Returns for 10 years | 0.54 | N/A | - |
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