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JFDRX vs TFIFX
JFDRX vs TFIFX Comparison
Open Charts JFDRX vs TFIFX
JHancock Financial Industries R6
Price$18.84
Change-$0.16 (-0.84%)
VolumeN/A
Net Assets398.39M
T. Rowe Price Financial Services I
Price$44.70
Change-$0.50 (-1.11%)
VolumeN/A
Net Assets1.99B
JFDRX vs TFIFX Comparison Chart
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JFDRX vs. TFIFX commentary
Mar 04, 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 JFDRX is a Buy and TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.99B vs. JFDRX (398M). TFIFX (1.97) and JFDRX (1.96) have matching dividends . JFDRX was incepted earlier than TFIFX: JFDRX (8 years) vs TFIFX (8 years). JFDRX is a more actively managed with annual turnover of: 72.00 vs. TFIFX (30.20). TFIFX has a lower initial minimum investment than JFDRX: TFIFX (500000) vs JFDRX (1000000). TFIFX annual gain was more profitable for investors over the last year : 22.98 vs. JFDRX (19.62). TFIFX return over 5 years is better than : 83.94 vs. JFDRX (12.67).
| JFDRX | TFIFX | JFDRX / TFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 4.550 | 6.303 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 398M | 1.99B | 20% |
| Annual Yield % from dividends | 1.96 | 1.97 | 100% |
| Returns for 1 year | 19.62 | 22.98 | 85% |
| Returns for 3 years | 6.73 | 41.49 | 16% |
| Returns for 5 years | 12.67 | 83.94 | 15% |
| Returns for 10 years | N/A | N/A | - |
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