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FIDAX vs PUFCX
FIDAX vs PUFCX Comparison
Open Charts FIDAX vs PUFCX
JHancock Financial Industries A
Price$16.81
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets272.57M
PGIM Jennison Financial Services C
Price$17.69
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets146.38M
FIDAX vs PUFCX Comparison Chart
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FIDAX vs. PUFCX commentary
Apr 18, 2025
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 PUFCX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 273M vs. PUFCX (146M). FIDAX pays higher dividends than PUFCX: FIDAX (1.14) vs PUFCX (0.00). FIDAX was incepted earlier than PUFCX: FIDAX (29 years) vs PUFCX (26 years). PUFCX (2.12) is less costly to investors than FIDAX (1.28). FIDAX is a more actively managed with annual turnover of: 61.00 vs. PUFCX (24.00). FIDAX (1000) and PUFCX (1000) have matching initial minimum investment requirements. PUFCX (8.04) and FIDAX (7.93) have marching annual gain over last year. PUFCX return over 5 years is better than : 70.08 vs. FIDAX (24.93).
| FIDAX | PUFCX | FIDAX / PUFCX | |
| Total Expense Ratio | 1.27 | 2.12 | 60% |
| Annual Report Gross Expense Ratio | 1.28 | 2.12 | 60% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -6.423 | -6.976 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 146M | 187% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | 7.93 | 8.04 | 99% |
| Returns for 3 years | -3.53 | 13.78 | -26% |
| Returns for 5 years | 24.93 | 70.08 | 36% |
| Returns for 10 years | 3.36 | 46.02 | 7% |
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