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FIDCX vs PFSAX
FIDCX vs PFSAX Comparison
Open Charts FIDCX vs PFSAX
JHancock Financial Industries C
Price$13.09
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets258.62M
PGIM Jennison Financial Services A
Price$19.92
Change-$0.13 (-0.65%)
VolumeN/A
Net Assets139.64M
FIDCX vs PFSAX Comparison Chart
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FIDCX vs. PFSAX commentary
Apr 10, 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 Hold and PFSAX is a Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 259M vs. PFSAX (140M). FIDCX pays higher dividends than PFSAX: FIDCX (0.54) vs PFSAX (0.39). FIDCX was incepted earlier than PFSAX: FIDCX (26 years) vs PFSAX (26 years). FIDCX (1.98) is less costly to investors than PFSAX (1.32). FIDCX is a more actively managed with annual turnover of: 61.00 vs. PFSAX (24.00). FIDCX (1000) and PFSAX (1000) have matching initial minimum investment requirements. PFSAX annual gain was more profitable for investors over the last year : -2.24 vs. FIDCX (-6.09). PFSAX return over 5 years is better than : 64.90 vs. FIDCX (2.94).
| FIDCX | PFSAX | FIDCX / PFSAX | |
| Total Expense Ratio | 1.97 | 1.32 | 149% |
| Annual Report Gross Expense Ratio | 1.98 | 1.32 | 150% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -12.732 | -12.712 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 140M | 185% |
| Annual Yield % from dividends | 0.54 | 0.39 | 140% |
| Returns for 1 year | -6.09 | -2.24 | 272% |
| Returns for 3 years | -14.96 | 9.77 | -153% |
| Returns for 5 years | 2.94 | 64.90 | 5% |
| Returns for 10 years | -15.88 | 51.12 | -31% |
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