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FIDCX vs JFDRX
FIDCX vs JFDRX Comparison
Open Charts FIDCX vs JFDRX
JHancock Financial Industries C
Price$15.53
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets301.12M
JHancock Financial Industries R6
Price$18.64
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets301.12M
FIDCX vs JFDRX Comparison Chart
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FIDCX vs. JFDRX commentary
May 15, 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.
FUNDAMENTALS
Fundamentals
FIDCX (301M) and JFDRX (301M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDCX: JFDRX (1.48) vs FIDCX (0.56). 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 : 13.79 vs. FIDCX (10.03). JFDRX return over 5 years is better than : 42.75 vs. FIDCX (28.57).
| FIDCX | JFDRX | FIDCX / JFDRX | |
| Total Expense Ratio | 1.97 | 0.86 | 229% |
| Annual Report Gross Expense Ratio | 1.98 | 0.87 | 228% |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 2.387 | 3.441 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 301M | 100% |
| Annual Yield % from dividends | 0.56 | 1.48 | 38% |
| Returns for 1 year | 10.03 | 13.79 | 73% |
| Returns for 3 years | 9.73 | 16.55 | 59% |
| Returns for 5 years | 28.57 | 42.75 | 67% |
| Returns for 10 years | -4.02 | N/A | - |
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