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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
JHancock Financial Industries A
Price$18.93
Change-$0.27 (-1.41%)
VolumeN/A
Net Assets290.74M
JHancock Financial Industries R6
Price$19.22
Change+$0.19 (+1.00%)
VolumeN/A
Net Assets292.33M
FIDAX vs JFDRX Comparison Chart in %
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FIDAX vs. JFDRX commentary
Nov 14, 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 FIDAX is a Buy and JFDRX is a Buy.
FUNDAMENTALS
Fundamentals
JFDRX (292M) and FIDAX (291M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.40) vs FIDAX (1.11). FIDAX was incepted earlier than JFDRX: FIDAX (30 years) vs JFDRX (8 years). FIDAX (1.28) is less costly to investors than JFDRX (0.87). FIDAX (61.00) and JFDRX (61.00) have comparable annual turnover. FIDAX has a lower initial minimum investment than JFDRX: FIDAX (1000) vs JFDRX (1000000). JFDRX annual gain was more profitable for investors over the last year : -5.57 vs. FIDAX (-5.95). JFDRX return over 5 years is better than : 11.60 vs. FIDAX (10.48).
| FIDAX | JFDRX | FIDAX / JFDRX | |
| Total Expense Ratio | 1.27 | 0.86 | 148% |
| Annual Report Gross Expense Ratio | 1.28 | 0.87 | 147% |
| Fund Existence | 30 years | 8 years | - |
| Gain YTD | 6.312 | 6.659 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 292M | 100% |
| Annual Yield % from dividends | 1.11 | 1.40 | 79% |
| Returns for 1 year | -5.95 | -5.57 | 107% |
| Returns for 3 years | 12.60 | 13.34 | 94% |
| Returns for 5 years | 10.48 | 11.60 | 90% |
| Returns for 10 years | 20.14 | N/A | - |
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