Ad is loading...
FIDAX vs PFSAX
FIDAX vs PFSAX Comparison
Open Charts FIDAX vs PFSAX
JHancock Financial Industries A
Price$15.71
Change-$0.08 (-0.51%)
VolumeN/A
Net Assets258.62M
PGIM Jennison Financial Services A
Price$19.92
Change-$0.13 (-0.65%)
VolumeN/A
Net Assets139.64M
FIDAX vs PFSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIDAX vs. PFSAX commentary
Apr 10, 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 Hold and PFSAX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 259M vs. PFSAX (140M). FIDAX pays higher dividends than PFSAX: FIDAX (1.14) vs PFSAX (0.39). FIDAX was incepted earlier than PFSAX: FIDAX (29 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 : -2.24 vs. FIDAX (-3.84). PFSAX return over 5 years is better than : 64.90 vs. FIDAX (12.37).
| FIDAX | PFSAX | FIDAX / PFSAX | |
| Total Expense Ratio | 1.27 | 1.32 | 96% |
| Annual Report Gross Expense Ratio | 1.28 | 1.32 | 97% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -12.569 | -12.712 | 99% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 140M | 185% |
| Annual Yield % from dividends | 1.14 | 0.39 | 293% |
| Returns for 1 year | -3.84 | -2.24 | 171% |
| Returns for 3 years | -10.85 | 9.77 | -111% |
| Returns for 5 years | 12.37 | 64.90 | 19% |
| Returns for 10 years | -3.38 | 51.12 | -7% |
View a ticker or compare two or three
VS
VS
Ad is loading...