Interact to see
Advertisement
Advertisement
FIDAX vs JFIFX
FIDAX vs JFIFX Comparison
Open Charts FIDAX vs JFIFX
JHancock Financial Industries A
Price$18.73
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets293.27M
JHancock Financial Industries I
Price$18.71
Change+$0.19 (+1.03%)
VolumeN/A
Net Assets293.27M
FIDAX vs JFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDAX vs. JFIFX commentary
Aug 09, 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 (293M) and JFIFX (293M) have equal amount of cash in the bank . JFIFX pays higher dividends than FIDAX: JFIFX (1.29) vs FIDAX (1.10). 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 (11.14) and FIDAX (10.90) have marching annual gain over last year. JFIFX (16.90) and FIDAX (16.10) 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 | 2.713 | 2.832 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 293M | 100% |
| Annual Yield % from dividends | 1.10 | 1.29 | 85% |
| Returns for 1 year | 10.90 | 11.14 | 98% |
| Returns for 3 years | 13.57 | 14.00 | 97% |
| Returns for 5 years | 16.10 | 16.90 | 95% |
| Returns for 10 years | 9.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement