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FIDAX vs JFDRX
FIDAX vs JFDRX Comparison
Open Charts FIDAX vs JFDRX
JHancock Financial Industries A
Price$13.79
Change-$5.06 (-26.84%)
VolumeN/A
Net Assets283.44M
JHancock Financial Industries R6
Price$13.75
Change-$5.10 (-27.06%)
VolumeN/A
Net Assets284.71M
FIDAX vs JFDRX Comparison Chart in %
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FIDAX vs. JFDRX commentary
Feb 05, 2026
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 (285M) and FIDAX (283M) have equal amount of cash in the bank . JFDRX pays higher dividends than FIDAX: JFDRX (1.25) vs FIDAX (0.90). 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 (63.00) and JFDRX (63.00) have comparable annual turnover. FIDAX has a lower initial minimum investment than JFDRX: FIDAX (1000) vs JFDRX (1000000). JFDRX (-26.69) and FIDAX (-26.92) have marching annual gain over last year. JFDRX (-23.40) and FIDAX (-24.29) have equivalent 5 years return.
| 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 | 1.174 | 1.177 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 285M | 99% |
| Annual Yield % from dividends | 0.90 | 1.25 | 72% |
| Returns for 1 year | -26.92 | -26.69 | 101% |
| Returns for 3 years | -9.02 | -8.13 | 111% |
| Returns for 5 years | -24.29 | -23.40 | 104% |
| Returns for 10 years | 2.45 | N/A | - |
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