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FIDAX vs PFSAX
FIDAX vs PFSAX Comparison
Open Charts FIDAX vs PFSAX
JHancock Financial Industries A
Price$19.53
Change-$0.75 (-3.70%)
VolumeN/A
CapitalizationN/A
PGIM Jennison Financial Services A
Price$24.23
Change-$0.92 (-3.66%)
VolumeN/A
CapitalizationN/A
FIDAX vs PFSAX Comparison Chart
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FIDAX vs. PFSAX commentary
Dec 19, 2024
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 PFSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 509M vs. PFSAX (172M). FIDAX pays higher dividends than PFSAX: FIDAX (1.62) vs PFSAX (0.80). FIDAX was incepted earlier than PFSAX: FIDAX (29 years) vs PFSAX (25 years). FIDAX is a more actively managed with annual turnover of: 72.00 vs. PFSAX (20.00). FIDAX (1000) and PFSAX (1000) have matching initial minimum investment requirements. FIDAX annual gain was more profitable for investors over the last year : 33.28 vs. PFSAX (30.92). PFSAX return over 5 years is better than : 58.97 vs. FIDAX (9.48).
| FIDAX | PFSAX | FIDAX / PFSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 32.290 | 36.466 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 509M | 172M | 296% |
| Annual Yield % from dividends | 1.62 | 0.80 | 204% |
| Returns for 1 year | 33.28 | 30.92 | 108% |
| Returns for 3 years | 10.58 | 16.22 | 65% |
| Returns for 5 years | 9.48 | 58.97 | 16% |
| Returns for 10 years | 24.22 | 74.17 | 33% |
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