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FIDAX vs PFSAX
FIDAX vs PFSAX Comparison
Open Charts FIDAX vs PFSAX
JHancock Financial Industries A
Price$13.79
Change-$5.06 (-26.84%)
VolumeN/A
Net Assets283.44M
PGIM Jennison Financial Services A
Price$23.12
Change-$1.50 (-6.09%)
VolumeN/A
Net Assets156.58M
FIDAX vs PFSAX Comparison Chart in %
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FIDAX vs. PFSAX 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 PFSAX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 283M vs. PFSAX (157M). FIDAX pays higher dividends than PFSAX: FIDAX (0.90) vs PFSAX (0.63). FIDAX was incepted earlier than PFSAX: FIDAX (30 years) vs PFSAX (27 years). PFSAX (1.32) and FIDAX (1.28) have similar cost to investors . FIDAX is a more actively managed with annual turnover of: 63.00 vs. PFSAX (24.00). PFSAX initial investment is less costly to investors than FIDAX (5%) vs FIDAX (5%). FIDAX (1000) and PFSAX (1000) have matching initial minimum investment requirements. PFSAX annual gain was more profitable for investors over the last year : -4.66 vs. FIDAX (-26.92). PFSAX return over 5 years is better than : 24.78 vs. FIDAX (-24.29).
| FIDAX | PFSAX | FIDAX / PFSAX | |
| Total Expense Ratio | 1.27 | 1.32 | 96% |
| Annual Report Gross Expense Ratio | 1.28 | 1.32 | 97% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 1.174 | -1.070 | -110% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 157M | 180% |
| Annual Yield % from dividends | 0.90 | 0.63 | 143% |
| Returns for 1 year | -26.92 | -4.66 | 578% |
| Returns for 3 years | -9.02 | 30.90 | -29% |
| Returns for 5 years | -24.29 | 24.78 | -98% |
| Returns for 10 years | 2.45 | 137.98 | 2% |
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