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FIDSX vs JFDRX
FIDSX vs JFDRX Comparison
Open Charts FIDSX vs JFDRX
Fidelity Select Financials Port
Price$15.34
Change+$0.25 (+1.66%)
VolumeN/A
Net Assets1.05B
JHancock Financial Industries R6
Price$18.78
Change+$0.24 (+1.29%)
VolumeN/A
Net Assets299.13M
FIDSX vs JFDRX Comparison Chart
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FIDSX vs. JFDRX commentary
Jun 07, 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 Buy and JFDRX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.05B vs. JFDRX (299M). FIDSX (1.42) and JFDRX (1.39) 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 : 19.81 vs. JFDRX (15.69). FIDSX return over 5 years is better than : 88.12 vs. JFDRX (17.63).
| 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 | 1.419 | 4.218 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 299M | 350% |
| Annual Yield % from dividends | 1.42 | 1.39 | 102% |
| Returns for 1 year | 19.81 | 15.69 | 126% |
| Returns for 3 years | 36.75 | 11.06 | 332% |
| Returns for 5 years | 88.12 | 17.63 | 500% |
| Returns for 10 years | 85.00 | N/A | - |
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