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JFIFX vs PFSZX
JFIFX vs PFSZX Comparison
Open Charts JFIFX vs PFSZX
JHancock Financial Industries I
Price$17.04
Change-$1.14 (-6.27%)
VolumeN/A
Net Assets370.9M
PGIM Jennison Financial Services Z
Price$22.51
Change-$1.62 (-6.71%)
VolumeN/A
Net Assets163.5M
JFIFX vs PFSZX Comparison Chart
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JFIFX vs. PFSZX commentary
Apr 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 JFIFX is a Buy and PFSZX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 371M vs. PFSZX (163M). JFIFX pays higher dividends than PFSZX: JFIFX (1.34) vs PFSZX (0.59). JFIFX was incepted earlier than PFSZX: JFIFX (9 years) vs PFSZX (26 years). PFSZX (1.05) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. PFSZX (24.00). PFSZX has a lower initial minimum investment than JFIFX: PFSZX (0) vs JFIFX (250000). PFSZX annual gain was more profitable for investors over the last year : 13.96 vs. JFIFX (10.33). PFSZX return over 5 years is better than : 132.66 vs. JFIFX (52.45).
| JFIFX | PFSZX | JFIFX / PFSZX | |
| Total Expense Ratio | 0.97 | 1.05 | 92% |
| Annual Report Gross Expense Ratio | 0.98 | 1.05 | 93% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -0.278 | 0.668 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 163M | 228% |
| Annual Yield % from dividends | 1.34 | 0.59 | 227% |
| Returns for 1 year | 10.33 | 13.96 | 74% |
| Returns for 3 years | -0.14 | 24.11 | -1% |
| Returns for 5 years | 52.45 | 132.66 | 40% |
| Returns for 10 years | N/A | 80.60 | - |
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