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FIDAX vs JFIFX
FIDAX vs JFIFX Comparison
Open Charts FIDAX vs JFIFX
JHancock Financial Industries A
Price$18.93
Change-$0.27 (-1.41%)
VolumeN/A
Net Assets290.74M
JHancock Financial Industries I
Price$18.91
Change-$0.28 (-1.46%)
VolumeN/A
Net Assets290.74M
FIDAX vs JFIFX Comparison Chart in %
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FIDAX vs. JFIFX 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 JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX (291M) and JFIFX (291M) have equal amount of cash in the bank . JFIFX pays higher dividends than FIDAX: JFIFX (1.30) vs FIDAX (1.11). 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). JFIFX (-5.71) and FIDAX (-5.95) have marching annual gain over last year. JFIFX return over 5 years is better than : 11.22 vs. FIDAX (10.48).
| 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 | 6.312 | 6.552 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 291M | 100% |
| Annual Yield % from dividends | 1.11 | 1.30 | 85% |
| Returns for 1 year | -5.95 | -5.71 | 104% |
| Returns for 3 years | 12.60 | 13.08 | 96% |
| Returns for 5 years | 10.48 | 11.22 | 93% |
| Returns for 10 years | 20.14 | N/A | - |
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