Interact to see
Advertisement
Advertisement
FIDAX vs JFIFX
FIDAX vs JFIFX Comparison
Open Charts FIDAX vs JFIFX
JHancock Financial Industries A
Price$13.92
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets294.89M
JHancock Financial Industries I
Price$13.85
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets295.39M
FIDAX vs JFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDAX vs. JFIFX commentary
Dec 25, 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 Hold and JFIFX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX (295M) and JFIFX (295M) have equal amount of cash in the bank . JFIFX pays higher dividends than FIDAX: JFIFX (1.26) vs FIDAX (1.08). FIDAX was incepted earlier than JFIFX: FIDAX (30 years) vs JFIFX (9 years). FIDAX (1.28) is less costly to investors than JFIFX (0.98). FIDAX (61.00) and JFIFX (61.00) have comparable annual turnover. FIDAX has a lower initial minimum investment than JFIFX: FIDAX (1000) vs JFIFX (250000). FIDAX (-23.89) and JFIFX (-24.07) have marching annual gain over last year. JFIFX (-20.17) and FIDAX (-20.47) have equivalent 5 years return.
| FIDAX | JFIFX | FIDAX / JFIFX | |
| Total Expense Ratio | 1.27 | 0.97 | 131% |
| Annual Report Gross Expense Ratio | 1.28 | 0.98 | 131% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | -22.924 | -23.098 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 295M | 100% |
| Annual Yield % from dividends | 1.08 | 1.26 | 85% |
| Returns for 1 year | -23.89 | -24.07 | 99% |
| Returns for 3 years | -3.41 | -3.17 | 108% |
| Returns for 5 years | -20.47 | -20.17 | 101% |
| Returns for 10 years | -12.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement