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FIDSX vs JFDRX
FIDSX vs JFDRX Comparison
Open Charts FIDSX vs JFDRX
Fidelity Select Financials Port
Price$16.04
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets1.05B
JHancock Financial Industries R6
Price$13.75
Change-$5.10 (-27.06%)
VolumeN/A
Net Assets284.71M
FIDSX vs JFDRX Comparison Chart in %
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FIDSX vs. JFDRX 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 FIDSX is a StrongBuy and JFDRX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.05B vs. JFDRX (285M). FIDSX pays higher dividends than JFDRX: FIDSX (1.64) vs JFDRX (1.25). 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: 63.00 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 : 4.73 vs. JFDRX (-26.69). FIDSX return over 5 years is better than : 65.20 vs. JFDRX (-23.40).
| 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 | 1.252 | 1.177 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 285M | 367% |
| Annual Yield % from dividends | 1.64 | 1.25 | 132% |
| Returns for 1 year | 4.73 | -26.69 | -18% |
| Returns for 3 years | 44.25 | -8.13 | -545% |
| Returns for 5 years | 65.20 | -23.40 | -279% |
| Returns for 10 years | 144.94 | N/A | - |
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