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FIDSX vs JFDRX
FIDSX vs JFDRX Comparison
Open Charts FIDSX vs JFDRX
Fidelity Select Financials Port
Price$14.93
Change-$0.34 (-2.23%)
VolumeN/A
Net Assets1.05B
JHancock Financial Industries R6
Price$18.18
Change-$0.38 (-2.05%)
VolumeN/A
Net Assets292.41M
FIDSX vs JFDRX Comparison Chart
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FIDSX vs. JFDRX commentary
Jun 16, 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 FIDSX is a StrongBuy and JFDRX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.05B vs. JFDRX (292M). FIDSX (1.42) and JFDRX (1.39) have matching dividends . FIDSX was incepted earlier than JFDRX: FIDSX (44 years) vs JFDRX (8 years). JFDRX (0.87) is less costly to investors than FIDSX (0.69). JFDRX is a more actively managed with annual turnover of: 61.00 vs. FIDSX (35.00). FIDSX has a lower initial minimum investment than JFDRX: FIDSX (0) vs JFDRX (1000000). FIDSX annual gain was more profitable for investors over the last year : 19.95 vs. JFDRX (13.51). FIDSX return over 5 years is better than : 102.65 vs. JFDRX (22.80).
| FIDSX | JFDRX | FIDSX / JFDRX | |
| Total Expense Ratio | 0.69 | 0.86 | 80% |
| Annual Report Gross Expense Ratio | 0.69 | 0.87 | 79% |
| Fund Existence | 44 years | 8 years | - |
| Gain YTD | 0.344 | 0.888 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 292M | 358% |
| Annual Yield % from dividends | 1.42 | 1.39 | 102% |
| Returns for 1 year | 19.95 | 13.51 | 148% |
| Returns for 3 years | 52.84 | 19.06 | 277% |
| Returns for 5 years | 102.65 | 22.80 | 450% |
| Returns for 10 years | 80.82 | N/A | - |
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