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FIDAX vs PFSZX
FIDAX vs PFSZX Comparison
Open Charts FIDAX vs PFSZX
JHancock Financial Industries A
Price$19.41
Change+$0.18 (+0.94%)
VolumeN/A
Net Assets301.96M
PGIM Jennison Financial Services Z
Price$26.59
Change+$0.23 (+0.87%)
VolumeN/A
Net Assets172.68M
FIDAX vs PFSZX Comparison Chart in %
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FIDAX vs. PFSZX commentary
Sep 18, 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: 302M vs. PFSZX (173M). FIDAX pays higher dividends than PFSZX: FIDAX (1.07) vs PFSZX (0.53). FIDAX was incepted earlier than PFSZX: FIDAX (30 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 : 9.67 vs. FIDAX (7.12). PFSZX return over 5 years is better than : 83.06 vs. FIDAX (25.06).
| FIDAX | PFSZX | FIDAX / PFSZX | |
| Total Expense Ratio | 1.27 | 1.05 | 121% |
| Annual Report Gross Expense Ratio | 1.28 | 1.05 | 122% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 6.478 | 9.971 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 173M | 175% |
| Annual Yield % from dividends | 1.07 | 0.53 | 200% |
| Returns for 1 year | 7.12 | 9.67 | 74% |
| Returns for 3 years | 18.93 | 57.12 | 33% |
| Returns for 5 years | 25.06 | 83.06 | 30% |
| Returns for 10 years | 24.57 | 121.18 | 20% |
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