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FIDAX vs PFSZX
FIDAX vs PFSZX Comparison
Open Charts FIDAX vs PFSZX
JHancock Financial Industries A
Price$17.08
Change-$1.14 (-6.26%)
VolumeN/A
Net Assets370.9M
PGIM Jennison Financial Services Z
Price$22.51
Change-$1.62 (-6.71%)
VolumeN/A
Net Assets163.5M
FIDAX vs PFSZX Comparison Chart
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FIDAX vs. PFSZX commentary
Apr 04, 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 PFSZX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 371M vs. PFSZX (163M). FIDAX pays higher dividends than PFSZX: FIDAX (1.14) vs PFSZX (0.59). FIDAX was incepted earlier than PFSZX: FIDAX (29 years) vs PFSZX (26 years). FIDAX (1.28) is less costly to investors than PFSZX (1.05). FIDAX is a more actively managed with annual turnover of: 61.00 vs. PFSZX (24.00). PFSZX has a lower initial minimum investment than FIDAX: PFSZX (0) vs FIDAX (1000). PFSZX annual gain was more profitable for investors over the last year : 13.96 vs. FIDAX (10.09). PFSZX return over 5 years is better than : 132.66 vs. FIDAX (51.54).
| FIDAX | PFSZX | FIDAX / PFSZX | |
| Total Expense Ratio | 1.27 | 1.05 | 121% |
| Annual Report Gross Expense Ratio | 1.28 | 1.05 | 122% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -0.332 | 0.668 | -50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 163M | 228% |
| Annual Yield % from dividends | 1.14 | 0.59 | 193% |
| Returns for 1 year | 10.09 | 13.96 | 72% |
| Returns for 3 years | -0.56 | 24.11 | -2% |
| Returns for 5 years | 51.54 | 132.66 | 39% |
| Returns for 10 years | 10.33 | 80.60 | 13% |
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