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FIDAX vs PFSZX
FIDAX vs PFSZX Comparison
Open Charts FIDAX vs PFSZX
JHancock Financial Industries A
Price$20.86
Change+$0.30 (+1.46%)
VolumeN/A
CapitalizationN/A
PGIM Jennison Financial Services Z
Price$26.78
Change+$0.41 (+1.55%)
VolumeN/A
CapitalizationN/A
FIDAX vs PFSZX Comparison Chart
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FIDAX vs. PFSZX commentary
Nov 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 521M vs. PFSZX (172M). FIDAX pays higher dividends than PFSZX: FIDAX (1.62) vs PFSZX (0.98). FIDAX was incepted earlier than PFSZX: FIDAX (29 years) vs PFSZX (25 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). FIDAX annual gain was more profitable for investors over the last year : 47.47 vs. PFSZX (44.07). PFSZX return over 5 years is better than : 69.93 vs. FIDAX (10.21).
| FIDAX | PFSZX | FIDAX / PFSZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 36.073 | 38.326 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 521M | 172M | 303% |
| Annual Yield % from dividends | 1.62 | 0.98 | 166% |
| Returns for 1 year | 47.47 | 44.07 | 108% |
| Returns for 3 years | -11.85 | 12.33 | -96% |
| Returns for 5 years | 10.21 | 69.93 | 15% |
| Returns for 10 years | 27.75 | 73.52 | 38% |
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