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FIDSX vs PFSZX
FIDSX vs PFSZX Comparison
Open Charts FIDSX vs PFSZX
Fidelity Select Financials Port
Price$14.83
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets980.97M
PGIM Jennison Financial Services Z
Price$24.27
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets162.88M
FIDSX vs PFSZX Comparison Chart
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FIDSX vs. PFSZX commentary
May 25, 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 PFSZX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 981M vs. PFSZX (163M). FIDSX pays higher dividends than PFSZX: FIDSX (1.50) vs PFSZX (0.60). FIDSX was incepted earlier than PFSZX: FIDSX (43 years) vs PFSZX (26 years). PFSZX (1.05) is less costly to investors than FIDSX (0.69). FIDSX is a more actively managed with annual turnover of: 35.00 vs. PFSZX (24.00). FIDSX (0) and PFSZX (0) have matching initial minimum investment requirements. FIDSX annual gain was more profitable for investors over the last year : 16.38 vs. PFSZX (14.08). FIDSX return over 5 years is better than : 127.05 vs. PFSZX (92.82).
| FIDSX | PFSZX | FIDSX / PFSZX | |
| Total Expense Ratio | 0.69 | 1.05 | 66% |
| Annual Report Gross Expense Ratio | 0.69 | 1.05 | 66% |
| Fund Existence | 43 years | 26 years | - |
| Gain YTD | -0.328 | 1.669 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 163M | 602% |
| Annual Yield % from dividends | 1.50 | 0.60 | 249% |
| Returns for 1 year | 16.38 | 14.08 | 116% |
| Returns for 3 years | 41.29 | 40.64 | 102% |
| Returns for 5 years | 127.05 | 92.82 | 137% |
| Returns for 10 years | 81.74 | 77.20 | 106% |