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FIDAX vs PFSZX
FIDAX vs PFSZX Comparison
Open Charts FIDAX vs PFSZX
JHancock Financial Industries A
Price$18.98
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets484.56M
PGIM Jennison Financial Services Z
Price$25.31
Change+$0.18 (+0.72%)
VolumeN/A
Net Assets175.62M
FIDAX vs PFSZX Comparison Chart
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FIDAX vs. PFSZX commentary
Jan 25, 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: 485M vs. PFSZX (176M). FIDAX pays higher dividends than PFSZX: FIDAX (1.62) vs PFSZX (0.98). FIDAX was incepted earlier than PFSZX: FIDAX (29 years) vs PFSZX (26 years). FIDAX is a more actively managed with annual turnover of: 72.00 vs. PFSZX (20.00). 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 : 29.51 vs. FIDAX (23.63). PFSZX return over 5 years is better than : 51.51 vs. FIDAX (3.81).
| FIDAX | PFSZX | FIDAX / PFSZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 5.094 | 5.590 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 176M | 276% |
| Annual Yield % from dividends | 1.62 | 0.98 | 166% |
| Returns for 1 year | 23.63 | 29.51 | 80% |
| Returns for 3 years | 2.65 | 28.43 | 9% |
| Returns for 5 years | 3.81 | 51.51 | 7% |
| Returns for 10 years | 21.28 | 102.47 | 21% |
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