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FIDAX vs JFIFX
FIDAX vs JFIFX Comparison
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FIDAX vs JFIFX Comparison Chart in %
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FIDAX vs. JFIFX commentary
Jun 24, 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 Hold and JFIFX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX (272M) and JFIFX (272M) have equal amount of cash in the bank . JFIFX pays higher dividends than FIDAX: JFIFX (1.16) vs FIDAX (0.91). FIDAX was incepted earlier than JFIFX: FIDAX (30 years) vs JFIFX (10 years). FIDAX (1.30) is less costly to investors than JFIFX (1.00). FIDAX (63.00) and JFIFX (63.00) have comparable annual turnover. FIDAX has a lower initial minimum investment than JFIFX: FIDAX (1000) vs JFIFX (250000). JFIFX (-23.65) and FIDAX (-23.69) have marching annual gain over last year. JFIFX (-32.38) and FIDAX (-32.81) have equivalent 5 years return.
| FIDAX | JFIFX | FIDAX / JFIFX | |
| Total Expense Ratio | 1.29 | 0.99 | 130% |
| Annual Report Gross Expense Ratio | 1.30 | 1.00 | 130% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 1.761 | 1.842 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 272M | 100% |
| Annual Yield % from dividends | 0.91 | 1.16 | 78% |
| Returns for 1 year | -23.69 | -23.65 | 100% |
| Returns for 3 years | 8.04 | 8.68 | 93% |
| Returns for 5 years | -32.81 | -32.38 | 101% |
| Returns for 10 years | -0.40 | N/A | - |
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