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FIDSX vs JFDRX
FIDSX vs JFDRX Comparison
Open Charts FIDSX vs JFDRX
Fidelity Select Financials Port
Price$15.98
Change+$0.19 (+1.20%)
VolumeN/A
Net Assets1.09B
JHancock Financial Industries R6
Price$19.21
Change+$0.19 (+1.00%)
VolumeN/A
Net Assets304.59M
FIDSX vs JFDRX Comparison Chart in %
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FIDSX vs. JFDRX commentary
Jul 18, 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 FIDSX is a StrongBuy and JFDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. JFDRX (305M). JFDRX (1.36) and FIDSX (1.36) have matching dividends . FIDSX was incepted earlier than JFDRX: FIDSX (44 years) vs JFDRX (8 years). JFDRX (0.87) is less costly to investors than FIDSX (0.69). JFDRX is a more actively managed with annual turnover of: 61.00 vs. FIDSX (35.00). FIDSX has a lower initial minimum investment than JFDRX: FIDSX (0) vs JFDRX (1000000). FIDSX annual gain was more profitable for investors over the last year : 15.19 vs. JFDRX (9.34). FIDSX return over 5 years is better than : 118.64 vs. JFDRX (26.78).
| FIDSX | JFDRX | FIDSX / JFDRX | |
| Total Expense Ratio | 0.69 | 0.86 | 80% |
| Annual Report Gross Expense Ratio | 0.69 | 0.87 | 79% |
| Fund Existence | 44 years | 8 years | - |
| Gain YTD | 6.124 | 5.549 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 305M | 356% |
| Annual Yield % from dividends | 1.36 | 1.36 | 100% |
| Returns for 1 year | 15.19 | 9.34 | 163% |
| Returns for 3 years | 58.42 | 25.11 | 233% |
| Returns for 5 years | 118.64 | 26.78 | 443% |
| Returns for 10 years | 89.45 | N/A | - |
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