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FIDSX vs JRGRX
FIDSX vs JRGRX Comparison
Open Charts FIDSX vs JRGRX
Fidelity Select Financials Port
Price$16.13
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets1.09B
JHancock Regional Bank R6
Price$29.19
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets835.35M
FIDSX vs JRGRX Comparison Chart in %
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FIDSX vs. JRGRX commentary
Jul 28, 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 (835M). 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 annual gain was more profitable for investors over the last year : 18.52 vs. JRGRX (2.32). FIDSX return over 5 years is better than : 120.57 vs. JRGRX (75.76).
| 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 | 8.409 | 3.525 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 835M | 130% |
| Annual Yield % from dividends | 1.36 | 2.07 | 66% |
| Returns for 1 year | 18.52 | 2.32 | 799% |
| Returns for 3 years | 56.64 | 10.11 | 560% |
| Returns for 5 years | 120.57 | 75.76 | 159% |
| Returns for 10 years | 97.49 | N/A | - |
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