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FIDAX vs PFSZX
FIDAX vs PFSZX Comparison
Open Charts FIDAX vs PFSZX
JHancock Financial Industries A
Price$18.09
Change+$0.06 (+0.33%)
VolumeN/A
CapitalizationN/A
PGIM Jennison Financial Services Z
Price$24.02
Change+$0.07 (+0.29%)
VolumeN/A
CapitalizationN/A
FIDAX vs PFSZX Comparison Chart
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FIDAX vs. PFSZX commentary
Dec 24, 2024
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: 451M vs. PFSZX (157M). 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 : 26.18 vs. FIDAX (20.15). PFSZX return over 5 years is better than : 47.57 vs. FIDAX (-0.96).
| 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 | 19.370 | 24.811 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 451M | 157M | 287% |
| Annual Yield % from dividends | 1.62 | 0.98 | 166% |
| Returns for 1 year | 20.15 | 26.18 | 77% |
| Returns for 3 years | -2.52 | 15.65 | -16% |
| Returns for 5 years | -0.96 | 47.57 | -2% |
| Returns for 10 years | 10.89 | 80.04 | 14% |
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