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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
Jul 11, 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 Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 811M vs. JFDRX (278M). FIDSX pays higher dividends than JFDRX: FIDSX (1.63) vs JFDRX (1.23). 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 : 6.85 vs. JFDRX (-24.43). FIDSX return over 5 years is better than : 46.00 vs. JFDRX (-29.81).
| 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 | 5.896 | 5.666 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 278M | 292% |
| Annual Yield % from dividends | 1.63 | 1.23 | 133% |
| Returns for 1 year | 6.85 | -24.43 | -28% |
| Returns for 3 years | 69.85 | 8.83 | 791% |
| Returns for 5 years | 46.00 | -29.81 | -154% |
| Returns for 10 years | 128.54 | N/A | - |
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