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FIDAX vs PFSAX
FIDAX vs PFSAX Comparison
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FIDAX vs PFSAX Comparison Chart in %
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FIDAX vs. PFSAX commentary
Jun 20, 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 PFSAX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 270M vs. PFSAX (147M). FIDAX pays higher dividends than PFSAX: FIDAX (0.91) vs PFSAX (0.65). FIDAX was incepted earlier than PFSAX: FIDAX (30 years) vs PFSAX (27 years). PFSAX (1.31) and FIDAX (1.30) have similar cost to investors . FIDAX is a more actively managed with annual turnover of: 63.00 vs. PFSAX (31.00). 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 : 0.32 vs. FIDAX (-23.36). PFSAX return over 5 years is better than : 15.14 vs. FIDAX (-30.98).
| FIDAX | PFSAX | FIDAX / PFSAX | |
| Total Expense Ratio | 1.29 | 1.31 | 98% |
| Annual Report Gross Expense Ratio | 1.30 | 1.31 | 99% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 1.761 | -0.214 | -823% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 147M | 184% |
| Annual Yield % from dividends | 0.91 | 0.65 | 141% |
| Returns for 1 year | -23.36 | 0.32 | -7,308% |
| Returns for 3 years | 2.09 | 38.31 | 5% |
| Returns for 5 years | -30.98 | 15.14 | -205% |
| Returns for 10 years | -4.42 | 125.02 | -4% |
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