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FIDAX vs JFIFX
FIDAX vs JFIFX Comparison
Open Charts FIDAX vs JFIFX
JHancock Financial Industries A
Price$18.22
Change+$0.22 (+1.22%)
VolumeN/A
Net Assets370.9M
JHancock Financial Industries I
Price$18.18
Change+$0.22 (+1.22%)
VolumeN/A
Net Assets370.9M
FIDAX vs JFIFX Comparison Chart
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FIDAX vs. JFIFX commentary
Apr 04, 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 (371M) and JFIFX (371M) 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 (10.33) and FIDAX (10.09) have marching annual gain over last year. JFIFX (52.45) and FIDAX (51.54) 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 | -0.332 | -0.278 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 371M | 100% |
| Annual Yield % from dividends | 1.14 | 1.34 | 85% |
| Returns for 1 year | 10.09 | 10.33 | 98% |
| Returns for 3 years | -0.56 | -0.14 | 400% |
| Returns for 5 years | 51.54 | 52.45 | 98% |
| Returns for 10 years | 10.33 | N/A | - |
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