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FIDAX vs RYFCX
FIDAX vs RYFCX Comparison
Open Charts FIDAX vs RYFCX
JHancock Financial Industries A
Price$18.22
Change+$0.22 (+1.22%)
VolumeN/A
Net Assets370.9M
Rydex Financial Services C
Price$70.08
Change+$0.77 (+1.11%)
VolumeN/A
Net Assets30.55M
FIDAX vs RYFCX Comparison Chart
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FIDAX vs. RYFCX commentary
Apr 03, 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 RYFCX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 371M vs. RYFCX (30.5M). FIDAX pays higher dividends than RYFCX: FIDAX (1.14) vs RYFCX (1.06). FIDAX was incepted earlier than RYFCX: FIDAX (29 years) vs RYFCX (24 years). RYFCX (2.44) is less costly to investors than FIDAX (1.28). RYFCX is a more actively managed with annual turnover of: 119.00 vs. FIDAX (61.00). FIDAX has a lower initial minimum investment than RYFCX: FIDAX (1000) vs RYFCX (2500). RYFCX annual gain was more profitable for investors over the last year : 15.44 vs. FIDAX (10.09). RYFCX return over 5 years is better than : 75.13 vs. FIDAX (51.54).
| FIDAX | RYFCX | FIDAX / RYFCX | |
| Total Expense Ratio | 1.27 | 2.40 | 53% |
| Annual Report Gross Expense Ratio | 1.28 | 2.44 | 52% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -0.332 | 0.144 | -230% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 30.5M | 1,216% |
| Annual Yield % from dividends | 1.14 | 1.06 | 108% |
| Returns for 1 year | 10.09 | 15.44 | 65% |
| Returns for 3 years | -0.56 | -11.13 | 5% |
| Returns for 5 years | 51.54 | 75.13 | 69% |
| Returns for 10 years | 10.33 | 47.35 | 22% |
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