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FIDAX vs PFSZX
FIDAX vs PFSZX Comparison
Open Charts FIDAX vs PFSZX
JHancock Financial Industries A
Price$20.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PGIM Jennison Financial Services Z
Price$26.63
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FIDAX vs PFSZX Comparison Chart
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FIDAX vs. PFSZX commentary
Nov 14, 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: 526M vs. PFSZX (174M). 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 (47.62) and PFSZX (46.06) have marching annual gain over last year. PFSZX return over 5 years is better than : 70.02 vs. FIDAX (9.16).
| 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 | 34.703 | 37.552 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 174M | 302% |
| Annual Yield % from dividends | 1.62 | 0.98 | 166% |
| Returns for 1 year | 47.62 | 46.06 | 103% |
| Returns for 3 years | -13.65 | 9.44 | -145% |
| Returns for 5 years | 9.16 | 70.02 | 13% |
| Returns for 10 years | 28.07 | 75.45 | 37% |