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JFDRX vs VFAIX
JFDRX vs VFAIX Comparison
Open Charts JFDRX vs VFAIX
JHancock Financial Industries R6
Price$20.58
Change+$0.07 (+0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Financials Index Admiral
Price$61.28
Change+$0.31 (+0.51%)
VolumeN/A
CapitalizationN/A
JFDRX vs VFAIX Comparison Chart
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JFDRX vs. VFAIX commentary
Nov 18, 2024
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: 11.3B vs. JFDRX (523M). 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). JFDRX (47.77) and VFAIX (46.26) have marching annual gain over last year. VFAIX return over 5 years is better than : 66.61 vs. JFDRX (9.91).
| 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 | 34.598 | 33.402 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 11.3B | 5% |
| Annual Yield % from dividends | 1.96 | 1.84 | 107% |
| Returns for 1 year | 47.77 | 46.26 | 103% |
| Returns for 3 years | -13.48 | 23.18 | -58% |
| Returns for 5 years | 9.91 | 66.61 | 15% |
| Returns for 10 years | N/A | 157.88 | - |
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