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FIDSX vs JRGRX
FIDSX vs JRGRX Comparison
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FIDSX vs JRGRX Comparison Chart in %
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FIDSX vs. JRGRX commentary
Aug 27, 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 JRGRX is a Buy.
FUNDAMENTALS
Fundamentals
JRGRX has more cash in the bank: 943M vs. FIDSX (864M). JRGRX pays higher dividends than FIDSX: JRGRX (1.63) vs FIDSX (1.53). FIDSX was incepted earlier than JRGRX: FIDSX (45 years) vs JRGRX (9 years). JRGRX (0.85) is less costly to investors than FIDSX (0.68). FIDSX is a more actively managed with annual turnover of: 37.00 vs. JRGRX (5.00). FIDSX has a lower initial minimum investment than JRGRX: FIDSX (0) vs JRGRX (1000000). JRGRX annual gain was more profitable for investors over the last year : 13.45 vs. FIDSX (10.51). FIDSX return over 5 years is better than : 44.35 vs. JRGRX (17.35).
| FIDSX | JRGRX | FIDSX / JRGRX | |
| Total Expense Ratio | 0.68 | 0.84 | 81% |
| Annual Report Gross Expense Ratio | 0.68 | 0.85 | 80% |
| Fund Existence | 45 years | 9 years | - |
| Gain YTD | 11.291 | 18.035 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 943M | 92% |
| Annual Yield % from dividends | 1.53 | 1.63 | 94% |
| Returns for 1 year | 10.51 | 13.45 | 78% |
| Returns for 3 years | 79.19 | 70.66 | 112% |
| Returns for 5 years | 44.35 | 17.35 | 256% |
| Returns for 10 years | 134.46 | N/A | - |
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