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JFDRX vs VFAIX
JFDRX vs VFAIX Comparison
Open Charts JFDRX vs VFAIX
JHancock Financial Industries R6
Price$20.29
Change-$0.27 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Financials Index Admiral
Price$60.58
Change-$0.54 (-0.88%)
VolumeN/A
CapitalizationN/A
JFDRX vs VFAIX Comparison Chart
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JFDRX vs. VFAIX commentary
Dec 19, 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 Hold and VFAIX is a Hold.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. JFDRX (516M). 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 (33.75) and VFAIX (33.29) have marching annual gain over last year. VFAIX return over 5 years is better than : 59.77 vs. JFDRX (10.60).
| 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 | 32.701 | 31.878 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 516M | 13B | 4% |
| Annual Yield % from dividends | 1.96 | 1.84 | 107% |
| Returns for 1 year | 33.75 | 33.29 | 101% |
| Returns for 3 years | 11.28 | 28.74 | 39% |
| Returns for 5 years | 10.60 | 59.77 | 18% |
| Returns for 10 years | N/A | 148.55 | - |
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