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FIDSX vs JFDRX
FIDSX vs JFDRX Comparison
Open Charts FIDSX vs JFDRX
FIDSX vs JFDRX Comparison Chart in %
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FIDSX vs. JFDRX commentary
Jun 15, 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 Buy and JFDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 784M vs. JFDRX (271M). FIDSX pays higher dividends than JFDRX: FIDSX (1.72) vs JFDRX (1.26). 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 : 6.79 vs. JFDRX (-24.17). FIDSX return over 5 years is better than : 34.81 vs. JFDRX (-33.48).
| 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 | 0.626 | 2.281 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 271M | 289% |
| Annual Yield % from dividends | 1.72 | 1.26 | 136% |
| Returns for 1 year | 6.79 | -24.17 | -28% |
| Returns for 3 years | 63.74 | 5.58 | 1,143% |
| Returns for 5 years | 34.81 | -33.48 | -104% |
| Returns for 10 years | 124.55 | N/A | - |
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