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DVFYX vs FIDAX
DVFYX vs FIDAX Comparison
Open Charts DVFYX vs FIDAX
JHancock Financial Industries A
Price$19.37
Change+$0.16 (+0.83%)
VolumeN/A
Net Assets300.22M
DVFYX vs FIDAX Comparison Chart in %
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DVFYX vs. FIDAX commentary
Sep 28, 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 DVFYX is a Hold and FIDAX is a Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.19B vs. FIDAX (300M). DVFYX pays higher dividends than FIDAX: DVFYX (1.47) vs FIDAX (1.07). DVFYX was incepted earlier than FIDAX: DVFYX (29 years) vs FIDAX (30 years). FIDAX (1.28) is less costly to investors than DVFYX (0.71). FIDAX is a more actively managed with annual turnover of: 61.00 vs. DVFYX (2.00). FIDAX has a lower initial minimum investment than DVFYX: FIDAX (1000) vs DVFYX (5000000). DVFYX annual gain was more profitable for investors over the last year : 25.88 vs. FIDAX (7.37). DVFYX return over 5 years is better than : 138.01 vs. FIDAX (30.67).
| DVFYX | FIDAX | DVFYX / FIDAX | |
| Total Expense Ratio | 0.71 | 1.27 | 56% |
| Annual Report Gross Expense Ratio | 0.71 | 1.28 | 55% |
| Fund Existence | 29 years | 30 years | - |
| Gain YTD | 21.112 | 7.254 | 291% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 300M | 395% |
| Annual Yield % from dividends | 1.47 | 1.07 | 137% |
| Returns for 1 year | 25.88 | 7.37 | 351% |
| Returns for 3 years | 90.88 | 28.19 | 322% |
| Returns for 5 years | 138.01 | 30.67 | 450% |
| Returns for 10 years | 133.45 | 29.11 | 458% |
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