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FIDAX vs PFSZX
FIDAX vs PFSZX Comparison
Open Charts FIDAX vs PFSZX
JHancock Financial Industries A
Price$13.92
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets295.39M
PGIM Jennison Financial Services Z
Price$24.98
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets165.84M
FIDAX vs PFSZX Comparison Chart in %
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FIDAX vs. PFSZX commentary
Dec 26, 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 PFSZX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 295M vs. PFSZX (166M). FIDAX pays higher dividends than PFSZX: FIDAX (1.08) vs PFSZX (0.55). FIDAX was incepted earlier than PFSZX: FIDAX (30 years) vs PFSZX (27 years). FIDAX (1.28) is less costly to investors than PFSZX (1.05). FIDAX is a more actively managed with annual turnover of: 61.00 vs. PFSZX (24.00). PFSZX has a lower initial minimum investment than FIDAX: PFSZX (0) vs FIDAX (1000). PFSZX annual gain was more profitable for investors over the last year : 2.71 vs. FIDAX (-23.89). PFSZX return over 5 years is better than : 39.90 vs. FIDAX (-20.47).
| FIDAX | PFSZX | FIDAX / PFSZX | |
| Total Expense Ratio | 1.27 | 1.05 | 121% |
| Annual Report Gross Expense Ratio | 1.28 | 1.05 | 122% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | -22.924 | 4.214 | -544% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 166M | 178% |
| Annual Yield % from dividends | 1.08 | 0.55 | 197% |
| Returns for 1 year | -23.89 | 2.71 | -880% |
| Returns for 3 years | -3.41 | 49.69 | -7% |
| Returns for 5 years | -20.47 | 39.90 | -51% |
| Returns for 10 years | -12.24 | 115.77 | -11% |
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