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FIDAX vs JFIFX
FIDAX vs JFIFX Comparison
Open Charts FIDAX vs JFIFX
JHancock Financial Industries A
Price$17.21
Change+$0.23 (+1.35%)
VolumeN/A
Net Assets276.38M
JHancock Financial Industries I
Price$17.17
Change+$0.23 (+1.36%)
VolumeN/A
Net Assets276.38M
FIDAX vs JFIFX Comparison Chart
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FIDAX vs. JFIFX commentary
Apr 25, 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 JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX (276M) and JFIFX (276M) have equal amount of cash in the bank . JFIFX pays higher dividends than FIDAX: JFIFX (1.34) vs FIDAX (1.14). FIDAX was incepted earlier than JFIFX: FIDAX (29 years) vs JFIFX (9 years). FIDAX (1.28) is less costly to investors than JFIFX (0.98). FIDAX (61.00) and JFIFX (61.00) have comparable annual turnover. FIDAX has a lower initial minimum investment than JFIFX: FIDAX (1000) vs JFIFX (250000). JFIFX (4.64) and FIDAX (4.42) have marching annual gain over last year. JFIFX (29.62) and FIDAX (28.79) have equivalent 5 years return.
| FIDAX | JFIFX | FIDAX / JFIFX | |
| Total Expense Ratio | 1.27 | 0.97 | 131% |
| Annual Report Gross Expense Ratio | 1.28 | 0.98 | 131% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | -5.980 | -5.941 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 276M | 100% |
| Annual Yield % from dividends | 1.14 | 1.34 | 85% |
| Returns for 1 year | 4.42 | 4.64 | 95% |
| Returns for 3 years | -2.21 | -1.86 | 119% |
| Returns for 5 years | 28.79 | 29.62 | 97% |
| Returns for 10 years | 3.03 | N/A | - |
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