FIDCX
Price
$15.57
Change
+$0.15 (+0.97%)
Updated
Aug 8 closing price
Net Assets
293.27M
JFDRX
Price
$18.73
Change
+$0.18 (+0.97%)
Updated
Aug 8 closing price
Net Assets
293.27M
Interact to see
Advertisement

FIDCX vs JFDRX

Header iconFIDCX vs JFDRX Comparison
Open Charts FIDCX vs JFDRXBanner chart's image
JHancock Financial Industries C
Price$15.57
Change+$0.15 (+0.97%)
VolumeN/A
Net Assets293.27M
JHancock Financial Industries R6
Price$18.73
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets293.27M
FIDCX vs JFDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FIDCX vs. JFDRX commentary
Aug 09, 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 FIDCX is a Buy and JFDRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FIDCX (293M) and JFDRX (293M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDCX: JFDRX (1.38) vs FIDCX (0.52). FIDCX was incepted earlier than JFDRX: FIDCX (26 years) vs JFDRX (8 years). FIDCX (1.98) is less costly to investors than JFDRX (0.87). FIDCX (61.00) and JFDRX (61.00) have comparable annual turnover. FIDCX has a lower initial minimum investment than JFDRX: FIDCX (1000) vs JFDRX (1000000). JFDRX annual gain was more profitable for investors over the last year : 11.30 vs. FIDCX (8.35). JFDRX return over 5 years is better than : 17.36 vs. FIDCX (6.34).
FIDCXJFDRXFIDCX / JFDRX
Total Expense Ratio1.970.86229%
Annual Report Gross Expense Ratio1.980.87228%
Fund Existence26 years8 years-
Gain YTD2.2552.94177%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets293M293M100%
Annual Yield % from dividends0.521.3838%
Returns for 1 year8.3511.3074%
Returns for 3 years8.3014.3358%
Returns for 5 years6.3417.3637%
Returns for 10 years-4.93N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MGTSX40.17N/A
N/A
Morgan Stanley Inst Global Opp R6
PRECX18.87N/A
N/A
PGIM Jennison Blend C
FBAKX31.45N/A
N/A
Fidelity Balanced K
LRSTX19.98N/A
N/A
Lord Abbett Small Cap Value R5
ASCFX23.73N/A
N/A
Virtus Small-Cap R6