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FIDAX vs PFSAX
FIDAX vs PFSAX Comparison
Open Charts FIDAX vs PFSAX
JHancock Financial Industries A
Price$13.92
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets295.39M
PGIM Jennison Financial Services A
Price$23.80
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets165.84M
FIDAX vs PFSAX Comparison Chart in %
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FIDAX vs. PFSAX commentary
Dec 27, 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 PFSAX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 295M vs. PFSAX (166M). FIDAX pays higher dividends than PFSAX: FIDAX (1.08) vs PFSAX (0.36). 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: 61.00 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 : 2.32 vs. FIDAX (-23.89). PFSAX return over 5 years is better than : 36.99 vs. FIDAX (-20.47).
| 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 | -22.924 | 3.788 | -605% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 166M | 178% |
| Annual Yield % from dividends | 1.08 | 0.36 | 299% |
| Returns for 1 year | -23.89 | 2.32 | -1,031% |
| Returns for 3 years | -3.41 | 47.59 | -7% |
| Returns for 5 years | -20.47 | 36.99 | -55% |
| Returns for 10 years | -12.24 | 108.74 | -11% |
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