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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 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 StrongBuy and JRGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JRGRX has more cash in the bank: 984M 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 : 22.39 vs. FIDSX (13.09). FIDSX return over 5 years is better than : 46.44 vs. JRGRX (22.99).
| 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 | 11.730 | 22.468 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 984M | 88% |
| Annual Yield % from dividends | 1.53 | 1.63 | 94% |
| Returns for 1 year | 13.09 | 22.39 | 58% |
| Returns for 3 years | 73.09 | 65.39 | 112% |
| Returns for 5 years | 46.44 | 22.99 | 202% |
| Returns for 10 years | 135.52 | N/A | - |
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