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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
Aug 03, 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 Buy and PFSZX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 282M vs. PFSZX (157M). FIDAX pays higher dividends than PFSZX: FIDAX (0.86) vs PFSZX (0.78). 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 : 2.90 vs. FIDAX (-21.69). PFSZX return over 5 years is better than : 20.88 vs. FIDAX (-30.06).
| 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 | 7.043 | 7.432 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 157M | 180% |
| Annual Yield % from dividends | 0.86 | 0.78 | 110% |
| Returns for 1 year | -21.69 | 2.90 | -747% |
| Returns for 3 years | 2.64 | 44.57 | 6% |
| Returns for 5 years | -30.06 | 20.88 | -144% |
| Returns for 10 years | 0.54 | 166.97 | 0% |
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