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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
Jul 12, 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: 278M vs. PFSAX (154M). FIDAX pays higher dividends than PFSAX: FIDAX (0.89) vs PFSAX (0.62). 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 : -1.16 vs. FIDAX (-24.57). PFSAX return over 5 years is better than : 15.47 vs. FIDAX (-30.61).
| 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 | 5.576 | 4.664 | 120% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 154M | 181% |
| Annual Yield % from dividends | 0.89 | 0.62 | 143% |
| Returns for 1 year | -24.57 | -1.16 | 2,123% |
| Returns for 3 years | 7.88 | 44.17 | 18% |
| Returns for 5 years | -30.61 | 15.47 | -198% |
| Returns for 10 years | -0.46 | 149.29 | -0% |
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