FIDAX
Price
$18.72
Change
+$0.20 (+1.08%)
Updated
Oct 24 closing price
Net Assets
289.77M
JFIFX
Price
$18.70
Change
+$0.20 (+1.08%)
Updated
Oct 24 closing price
Net Assets
289.77M
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FIDAX vs JFIFX

Header iconFIDAX vs JFIFX Comparison
Open Charts FIDAX vs JFIFXBanner chart's image
JHancock Financial Industries A
Price$18.72
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets289.77M
JHancock Financial Industries I
Price$18.70
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets289.77M
FIDAX vs JFIFX Comparison Chart in %
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FIDAX vs. JFIFX commentary
Oct 27, 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.

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FUNDAMENTALS
Fundamentals
FIDAX (290M) and JFIFX (290M) have equal amount of cash in the bank . JFIFX pays higher dividends than FIDAX: JFIFX (1.26) vs FIDAX (1.08). FIDAX was incepted earlier than JFIFX: FIDAX (30 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 annual gain was more profitable for investors over the last year : -1.23 vs. FIDAX (-1.47). JFIFX return over 5 years is better than : 15.07 vs. FIDAX (14.30).
FIDAXJFIFXFIDAX / JFIFX
Total Expense Ratio1.270.97131%
Annual Report Gross Expense Ratio1.280.98131%
Fund Existence30 years9 years-
Gain YTD3.6543.83195%
Front Load5%N/A-
Min. Initial Investment10002500000%
Min. Initial Investment IRAN/AN/A-
Net Assets290M290M100%
Annual Yield % from dividends1.081.2685%
Returns for 1 year-1.47-1.23120%
Returns for 3 years16.4816.9297%
Returns for 5 years14.3015.0795%
Returns for 10 years17.47N/A-
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