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FIDCX vs PFSZX
FIDCX vs PFSZX Comparison
Open Charts FIDCX vs PFSZX
JHancock Financial Industries C
Price$14.23
Change-$0.95 (-6.26%)
VolumeN/A
Net Assets370.9M
PGIM Jennison Financial Services Z
Price$22.51
Change-$1.62 (-6.71%)
VolumeN/A
Net Assets163.5M
FIDCX vs PFSZX Comparison Chart
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FIDCX vs. PFSZX commentary
Apr 04, 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 PFSZX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 371M vs. PFSZX (163M). PFSZX pays higher dividends than FIDCX: PFSZX (0.59) vs FIDCX (0.54). FIDCX was incepted earlier than PFSZX: FIDCX (26 years) vs PFSZX (26 years). FIDCX (1.98) is less costly to investors than PFSZX (1.05). FIDCX is a more actively managed with annual turnover of: 61.00 vs. PFSZX (24.00). PFSZX has a lower initial minimum investment than FIDCX: PFSZX (0) vs FIDCX (1000). PFSZX annual gain was more profitable for investors over the last year : 13.96 vs. FIDCX (7.50). PFSZX return over 5 years is better than : 132.66 vs. FIDCX (38.67).
| FIDCX | PFSZX | FIDCX / PFSZX | |
| Total Expense Ratio | 1.97 | 1.05 | 188% |
| Annual Report Gross Expense Ratio | 1.98 | 1.05 | 189% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -0.531 | 0.668 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 163M | 228% |
| Annual Yield % from dividends | 0.54 | 0.59 | 92% |
| Returns for 1 year | 7.50 | 13.96 | 54% |
| Returns for 3 years | -5.17 | 24.11 | -21% |
| Returns for 5 years | 38.67 | 132.66 | 29% |
| Returns for 10 years | -4.01 | 80.60 | -5% |
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