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FIDSX vs JRGRX
FIDSX vs JRGRX Comparison
Open Charts FIDSX vs JRGRX
Fidelity Select Financials Port
Price$14.58
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets980.97M
JHancock Regional Bank R6
Price$27.01
Change+$0.57 (+2.16%)
VolumeN/A
Net Assets765.15M
FIDSX vs JRGRX Comparison Chart
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FIDSX vs. JRGRX commentary
May 09, 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 JRGRX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 981M vs. JRGRX (765M). JRGRX pays higher dividends than FIDSX: JRGRX (2.27) vs FIDSX (1.50). FIDSX was incepted earlier than JRGRX: FIDSX (43 years) vs JRGRX (8 years). JRGRX (0.86) is less costly to investors than FIDSX (0.69). FIDSX is a more actively managed with annual turnover of: 35.00 vs. JRGRX (3.00). FIDSX has a lower initial minimum investment than JRGRX: FIDSX (0) vs JRGRX (1000000). FIDSX annual gain was more profitable for investors over the last year : 14.40 vs. JRGRX (10.52). FIDSX return over 5 years is better than : 118.50 vs. JRGRX (64.39).
| FIDSX | JRGRX | FIDSX / JRGRX | |
| Total Expense Ratio | 0.69 | 0.85 | 81% |
| Annual Report Gross Expense Ratio | 0.69 | 0.86 | 80% |
| Fund Existence | 43 years | 8 years | - |
| Gain YTD | -2.479 | -6.773 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 765M | 128% |
| Annual Yield % from dividends | 1.50 | 2.27 | 66% |
| Returns for 1 year | 14.40 | 10.52 | 137% |
| Returns for 3 years | 35.08 | -2.84 | -1,236% |
| Returns for 5 years | 118.50 | 64.39 | 184% |
| Returns for 10 years | 77.25 | N/A | - |
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