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JFDRX vs VFAIX
JFDRX vs VFAIX Comparison
Open Charts JFDRX vs VFAIX
JHancock Financial Industries R6
Price$19.04
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets297.71M
Vanguard Financials Index Admiral
Price$65.64
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets14.44B
JFDRX vs VFAIX Comparison Chart in %
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JFDRX vs. VFAIX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 14.4B vs. JFDRX (298M). VFAIX pays higher dividends than JFDRX: VFAIX (1.57) vs JFDRX (1.35). JFDRX was incepted earlier than VFAIX: JFDRX (8 years) vs VFAIX (22 years). JFDRX (0.87) is less costly to investors than VFAIX (0.09). JFDRX is a more actively managed with annual turnover of: 61.00 vs. VFAIX (5.00). 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 : 19.92 vs. JFDRX (5.95). VFAIX return over 5 years is better than : 112.65 vs. JFDRX (19.97).
| JFDRX | VFAIX | JFDRX / VFAIX | |
| Total Expense Ratio | 0.86 | 0.09 | 956% |
| Annual Report Gross Expense Ratio | 0.87 | 0.09 | 967% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 6.104 | 11.149 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 14.4B | 2% |
| Annual Yield % from dividends | 1.35 | 1.57 | 86% |
| Returns for 1 year | 5.95 | 19.92 | 30% |
| Returns for 3 years | 24.59 | 73.05 | 34% |
| Returns for 5 years | 19.97 | 112.65 | 18% |
| Returns for 10 years | N/A | 178.12 | - |
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