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FIDAX vs JRBFX
FIDAX vs JRBFX Comparison
Open Charts FIDAX vs JRBFX
JHancock Financial Industries A
Price$18.95
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets296.41M
JHancock Regional Bank I
Price$29.44
Change-$0.17 (-0.57%)
VolumeN/A
Net Assets833.55M
FIDAX vs JRBFX Comparison Chart in %
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FIDAX vs. JRBFX commentary
Oct 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 JRBFX is a Hold.
FUNDAMENTALS
Fundamentals
JRBFX has more cash in the bank: 834M vs. FIDAX (296M). JRBFX pays higher dividends than FIDAX: JRBFX (1.78) vs FIDAX (1.08). FIDAX was incepted earlier than JRBFX: FIDAX (30 years) vs JRBFX (9 years). FIDAX (1.28) is less costly to investors than JRBFX (0.97). FIDAX is a more actively managed with annual turnover of: 61.00 vs. JRBFX (3.00). FIDAX has a lower initial minimum investment than JRBFX: FIDAX (1000) vs JRBFX (250000). JRBFX annual gain was more profitable for investors over the last year : 7.95 vs. FIDAX (4.91). JRBFX return over 5 years is better than : 68.57 vs. FIDAX (18.26).
| FIDAX | JRBFX | FIDAX / JRBFX | |
| Total Expense Ratio | 1.27 | 0.96 | 132% |
| Annual Report Gross Expense Ratio | 1.28 | 0.97 | 132% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 5.371 | 5.420 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 834M | 35% |
| Annual Yield % from dividends | 1.08 | 1.78 | 61% |
| Returns for 1 year | 4.91 | 7.95 | 62% |
| Returns for 3 years | 23.33 | 15.05 | 155% |
| Returns for 5 years | 18.26 | 68.57 | 27% |
| Returns for 10 years | 20.61 | N/A | - |
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