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FIDSX vs JFDRX
FIDSX vs JFDRX Comparison
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FIDSX vs JFDRX Comparison Chart in %
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FIDSX vs. JFDRX commentary
Aug 03, 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 FIDSX is a StrongBuy and JFDRX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 864M vs. JFDRX (282M). FIDSX pays higher dividends than JFDRX: FIDSX (1.53) vs JFDRX (1.19). FIDSX was incepted earlier than JFDRX: FIDSX (45 years) vs JFDRX (9 years). JFDRX (0.89) is less costly to investors than FIDSX (0.68). JFDRX is a more actively managed with annual turnover of: 63.00 vs. FIDSX (37.00). 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 : 11.45 vs. JFDRX (-21.53). FIDSX return over 5 years is better than : 49.99 vs. JFDRX (-29.20).
| FIDSX | JFDRX | FIDSX / JFDRX | |
| Total Expense Ratio | 0.68 | 0.88 | 77% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 45 years | 9 years | - |
| Gain YTD | 8.531 | 7.211 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 282M | 306% |
| Annual Yield % from dividends | 1.53 | 1.19 | 129% |
| Returns for 1 year | 11.45 | -21.53 | -53% |
| Returns for 3 years | 65.99 | 3.62 | 1,824% |
| Returns for 5 years | 49.99 | -29.20 | -171% |
| Returns for 10 years | 133.64 | N/A | - |
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