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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
JHancock Financial Industries A
Price$18.33
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets284.46M
JHancock Financial Industries R6
Price$18.34
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets282.08M
FIDAX vs JFDRX Comparison Chart in %
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FIDAX vs. JFDRX commentary
Oct 19, 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
FIDAX (284M) and JFDRX (282M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.35) vs FIDAX (1.08). 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 : -4.58 vs. FIDAX (-4.91). JFDRX return over 5 years is better than : 15.62 vs. FIDAX (14.45).
| 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 | 1.495 | 1.776 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 282M | 101% |
| Annual Yield % from dividends | 1.08 | 1.35 | 79% |
| Returns for 1 year | -4.91 | -4.58 | 107% |
| Returns for 3 years | 13.98 | 14.67 | 95% |
| Returns for 5 years | 14.45 | 15.62 | 93% |
| Returns for 10 years | 15.76 | N/A | - |
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