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JFDRX vs VFAIX
JFDRX vs VFAIX Comparison
Open Charts JFDRX vs VFAIX
JHancock Financial Industries R6
Price$19.24
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets487.72M
Vanguard Financials Index Admiral
Price$63.46
Change+$0.63 (+1.00%)
VolumeN/A
Net Assets12.43B
JFDRX vs VFAIX Comparison Chart
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JFDRX vs. VFAIX commentary
Jan 31, 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 VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 12.4B vs. JFDRX (488M). JFDRX pays higher dividends than VFAIX: JFDRX (1.96) vs VFAIX (1.84). JFDRX was incepted earlier than VFAIX: JFDRX (7 years) vs VFAIX (21 years). JFDRX is a more actively managed with annual turnover of: 72.00 vs. VFAIX (20.00). VFAIX has a lower initial minimum investment than JFDRX: VFAIX (100000) vs JFDRX (1000000). VFAIX annual gain was more profitable for investors over the last year : 33.50 vs. JFDRX (26.43). VFAIX return over 5 years is better than : 68.90 vs. JFDRX (8.28).
| JFDRX | VFAIX | JFDRX / VFAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | 6.770 | 6.204 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 488M | 12.4B | 4% |
| Annual Yield % from dividends | 1.96 | 1.84 | 107% |
| Returns for 1 year | 26.43 | 33.50 | 79% |
| Returns for 3 years | 3.62 | 30.88 | 12% |
| Returns for 5 years | 8.28 | 68.90 | 12% |
| Returns for 10 years | N/A | 167.22 | - |
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