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FIDAX vs PFSAX
FIDAX vs PFSAX Comparison
Open Charts FIDAX vs PFSAX
JHancock Financial Industries A
Price$19.41
Change+$0.18 (+0.94%)
VolumeN/A
Net Assets301.96M
PGIM Jennison Financial Services A
Price$25.43
Change+$0.22 (+0.87%)
VolumeN/A
Net Assets172.68M
FIDAX vs PFSAX Comparison Chart in %
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FIDAX vs. PFSAX commentary
Sep 18, 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 PFSAX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 302M vs. PFSAX (173M). FIDAX pays higher dividends than PFSAX: FIDAX (1.07) vs PFSAX (0.35). FIDAX was incepted earlier than PFSAX: FIDAX (30 years) vs PFSAX (26 years). PFSAX (1.32) and FIDAX (1.28) have similar cost to investors . FIDAX is a more actively managed with annual turnover of: 61.00 vs. PFSAX (24.00). PFSAX initial investment is less costly to investors than FIDAX (5%) vs FIDAX (5%). FIDAX (1000) and PFSAX (1000) have matching initial minimum investment requirements. PFSAX annual gain was more profitable for investors over the last year : 9.09 vs. FIDAX (7.12). PFSAX return over 5 years is better than : 79.52 vs. FIDAX (25.06).
| FIDAX | PFSAX | FIDAX / PFSAX | |
| Total Expense Ratio | 1.27 | 1.32 | 96% |
| Annual Report Gross Expense Ratio | 1.28 | 1.32 | 97% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 6.478 | 9.752 | 66% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 173M | 175% |
| Annual Yield % from dividends | 1.07 | 0.35 | 304% |
| Returns for 1 year | 7.12 | 9.09 | 78% |
| Returns for 3 years | 18.93 | 55.40 | 34% |
| Returns for 5 years | 25.06 | 79.52 | 32% |
| Returns for 10 years | 24.57 | 114.67 | 21% |
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