Interact to see
Advertisement
Advertisement
FIDCX vs JFDRX
FIDCX vs JFDRX Comparison
Open Charts FIDCX vs JFDRX
FIDCX vs JFDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDCX vs. JFDRX commentary
Jul 11, 2026
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 Hold and JFDRX is a Hold.
FUNDAMENTALS
Fundamentals
FIDCX (278M) and JFDRX (278M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDCX: JFDRX (1.23) vs FIDCX (0.26). FIDCX was incepted earlier than JFDRX: FIDCX (27 years) vs JFDRX (9 years). FIDCX (2.00) is less costly to investors than JFDRX (0.89). FIDCX (63.00) and JFDRX (63.00) 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 : -24.43 vs. FIDCX (-32.11). JFDRX return over 5 years is better than : -29.81 vs. FIDCX (-42.44).
| FIDCX | JFDRX | FIDCX / JFDRX | |
| Total Expense Ratio | 1.99 | 0.88 | 226% |
| Annual Report Gross Expense Ratio | 2.00 | 0.89 | 225% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 5.141 | 5.666 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 278M | 100% |
| Annual Yield % from dividends | 0.26 | 1.23 | 21% |
| Returns for 1 year | -32.11 | -24.43 | 131% |
| Returns for 3 years | -5.89 | 8.83 | -67% |
| Returns for 5 years | -42.44 | -29.81 | 142% |
| Returns for 10 years | -22.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers