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FIDAX vs PFSZX
FIDAX vs PFSZX Comparison
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FIDAX vs PFSZX Comparison Chart in %
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FIDAX vs. PFSZX commentary
Jul 14, 2026
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 Hold and PFSZX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 279M vs. PFSZX (154M). FIDAX pays higher dividends than PFSZX: FIDAX (0.89) vs PFSZX (0.83). FIDAX was incepted earlier than PFSZX: FIDAX (30 years) vs PFSZX (27 years). FIDAX (1.30) is less costly to investors than PFSZX (1.04). FIDAX is a more actively managed with annual turnover of: 63.00 vs. PFSZX (31.00). 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 : 0.67 vs. FIDAX (-23.71). PFSZX return over 5 years is better than : 19.34 vs. FIDAX (-29.97).
| FIDAX | PFSZX | FIDAX / PFSZX | |
| Total Expense Ratio | 1.29 | 1.04 | 124% |
| Annual Report Gross Expense Ratio | 1.30 | 1.04 | 125% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 5.723 | 5.022 | 114% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 154M | 181% |
| Annual Yield % from dividends | 0.89 | 0.83 | 107% |
| Returns for 1 year | -23.71 | 0.67 | -3,513% |
| Returns for 3 years | 6.34 | 44.90 | 14% |
| Returns for 5 years | -29.97 | 19.34 | -155% |
| Returns for 10 years | -1.45 | 156.77 | -1% |
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