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FIDSX vs JRGRX
FIDSX vs JRGRX Comparison
Open Charts FIDSX vs JRGRX
Fidelity Select Financials Port
Price$16.16
Change+$0.16 (+1.00%)
VolumeN/A
Net Assets1.09B
JHancock Regional Bank R6
Price$30.07
Change+$0.37 (+1.25%)
VolumeN/A
Net Assets862.03M
FIDSX vs JRGRX Comparison Chart in %
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FIDSX vs. JRGRX commentary
Jul 07, 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 JRGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. JRGRX (862M). JRGRX pays higher dividends than FIDSX: JRGRX (2.07) vs FIDSX (1.36). FIDSX was incepted earlier than JRGRX: FIDSX (44 years) vs JRGRX (8 years). JRGRX (0.86) is less costly to investors than FIDSX (0.69). FIDSX is a more actively managed with annual turnover of: 35.00 vs. JRGRX (3.00). FIDSX has a lower initial minimum investment than JRGRX: FIDSX (0) vs JRGRX (1000000). FIDSX (26.33) and JRGRX (25.65) have marching annual gain over last year. FIDSX return over 5 years is better than : 128.65 vs. JRGRX (87.41).
| FIDSX | JRGRX | FIDSX / JRGRX | |
| Total Expense Ratio | 0.69 | 0.85 | 81% |
| Annual Report Gross Expense Ratio | 0.69 | 0.86 | 80% |
| Fund Existence | 44 years | 8 years | - |
| Gain YTD | 8.611 | 6.646 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 862M | 126% |
| Annual Yield % from dividends | 1.36 | 2.07 | 66% |
| Returns for 1 year | 26.33 | 25.65 | 103% |
| Returns for 3 years | 61.22 | 16.94 | 361% |
| Returns for 5 years | 128.65 | 87.41 | 147% |
| Returns for 10 years | 99.40 | N/A | - |
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