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FIDAX vs VFAIX
FIDAX vs VFAIX Comparison
Open Charts FIDAX vs VFAIX
JHancock Financial Industries A
Price$19.53
Change-$0.75 (-3.70%)
VolumeN/A
CapitalizationN/A
Vanguard Financials Index Admiral
Price$58.18
Change-$2.40 (-3.96%)
VolumeN/A
CapitalizationN/A
FIDAX vs VFAIX Comparison Chart
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FIDAX vs. VFAIX commentary
Dec 19, 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 Hold and VFAIX is a Hold.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. FIDAX (509M). VFAIX pays higher dividends than FIDAX: VFAIX (1.84) vs FIDAX (1.62). FIDAX was incepted earlier than VFAIX: FIDAX (29 years) vs VFAIX (21 years). FIDAX is a more actively managed with annual turnover of: 72.00 vs. VFAIX (20.00). FIDAX has a lower initial minimum investment than VFAIX: FIDAX (1000) vs VFAIX (100000). VFAIX (33.29) and FIDAX (33.28) have marching annual gain over last year. VFAIX return over 5 years is better than : 59.77 vs. FIDAX (9.48).
| FIDAX | VFAIX | FIDAX / VFAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | 32.290 | 31.878 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 509M | 13B | 4% |
| Annual Yield % from dividends | 1.62 | 1.84 | 88% |
| Returns for 1 year | 33.28 | 33.29 | 100% |
| Returns for 3 years | 10.58 | 28.74 | 37% |
| Returns for 5 years | 9.48 | 59.77 | 16% |
| Returns for 10 years | 24.22 | 148.55 | 16% |
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