Interact to see
Advertisement
Advertisement
FIDAX vs JFIFX
FIDAX vs JFIFX Comparison
Open Charts FIDAX vs JFIFX
FIDAX vs JFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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 (-23.99) and FIDAX (-24.06) have marching annual gain over last year. JFIFX (-32.47) and FIDAX (-32.90) 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 | 2.641 | 2.727 | 97% |
| 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 | -24.06 | -23.99 | 100% |
| Returns for 3 years | 8.97 | 9.62 | 93% |
| Returns for 5 years | -32.90 | -32.47 | 101% |
| Returns for 10 years | 0.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QPUX | 33.06 | 0.08 | +0.25% |
| Defiance 2X Daily Long Pure Quantum ETF | |||
| STPZ | 53.19 | 0.03 | +0.06% |
| PIMCO 1-5 Year US TIPS Index ETF | |||
| IAE | 9.04 | -0.14 | -1.53% |
| VOYA ASIA PACIFIC HIGH DIVIDEND EQUITY Income FUND | |||
| ARKK | 76.68 | -1.75 | -2.23% |
| ARK Innovation ETF | |||
| COIW | 9.06 | -0.42 | -4.43% |
| Roundhill COIN WeeklyPay ETF | |||