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FIDAX vs JRBFX
FIDAX vs JRBFX Comparison
Open Charts FIDAX vs JRBFX
JHancock Financial Industries A
Price$18.33
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets282.08M
JHancock Regional Bank I
Price$27.91
Change+$0.40 (+1.45%)
VolumeN/A
Net Assets771.23M
FIDAX vs JRBFX Comparison Chart in %
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FIDAX vs. JRBFX commentary
Oct 18, 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 JRBFX is a Hold.
FUNDAMENTALS
Fundamentals
JRBFX has more cash in the bank: 771M vs. FIDAX (282M). JRBFX pays higher dividends than FIDAX: JRBFX (1.78) vs FIDAX (1.08). FIDAX was incepted earlier than JRBFX: FIDAX (30 years) vs JRBFX (9 years). FIDAX (1.28) is less costly to investors than JRBFX (0.97). FIDAX is a more actively managed with annual turnover of: 61.00 vs. JRBFX (3.00). FIDAX has a lower initial minimum investment than JRBFX: FIDAX (1000) vs JRBFX (250000). FIDAX annual gain was more profitable for investors over the last year : -4.91 vs. JRBFX (-6.26). JRBFX return over 5 years is better than : 60.57 vs. FIDAX (14.45).
| FIDAX | JRBFX | FIDAX / JRBFX | |
| Total Expense Ratio | 1.27 | 0.96 | 132% |
| Annual Report Gross Expense Ratio | 1.28 | 0.97 | 132% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 1.495 | -0.633 | -236% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 771M | 37% |
| Annual Yield % from dividends | 1.08 | 1.78 | 61% |
| Returns for 1 year | -4.91 | -6.26 | 78% |
| Returns for 3 years | 13.98 | 2.76 | 506% |
| Returns for 5 years | 14.45 | 60.57 | 24% |
| Returns for 10 years | 15.76 | N/A | - |
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