JFDRX
Price
$18.94
Change
-$0.28 (-1.46%)
Updated
Nov 13 closing price
Net Assets
290.74M
TFIFX
Price
$47.64
Change
-$0.73 (-1.51%)
Updated
Nov 13 closing price
Net Assets
1.96B
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JFDRX vs TFIFX

Header iconJFDRX vs TFIFX Comparison
Open Charts JFDRX vs TFIFXBanner chart's image
JHancock Financial Industries R6
Price$18.94
Change-$0.28 (-1.46%)
VolumeN/A
Net Assets290.74M
T. Rowe Price Financial Services I
Price$47.64
Change-$0.73 (-1.51%)
VolumeN/A
Net Assets1.96B
JFDRX vs TFIFX Comparison Chart in %
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JFDRX vs. TFIFX commentary
Nov 14, 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 JFDRX is a Buy and TFIFX is a Buy.

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FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.96B vs. JFDRX (291M). JFDRX pays higher dividends than TFIFX: JFDRX (1.40) vs TFIFX (1.13). JFDRX was incepted earlier than TFIFX: JFDRX (8 years) vs TFIFX (9 years). JFDRX (0.87) is less costly to investors than TFIFX (0.79). JFDRX is a more actively managed with annual turnover of: 61.00 vs. TFIFX (46.90). TFIFX has a lower initial minimum investment than JFDRX: TFIFX (500000) vs JFDRX (1000000). TFIFX annual gain was more profitable for investors over the last year : 3.15 vs. JFDRX (-5.57). TFIFX return over 5 years is better than : 95.51 vs. JFDRX (11.60).
JFDRXTFIFXJFDRX / TFIFX
Total Expense Ratio0.860.78110%
Annual Report Gross Expense Ratio0.870.79110%
Fund Existence8 years9 years-
Gain YTD6.65913.75848%
Front LoadN/AN/A-
Min. Initial Investment1000000500000200%
Min. Initial Investment IRAN/AN/A-
Net Assets291M1.96B15%
Annual Yield % from dividends1.401.13124%
Returns for 1 year-5.573.15-177%
Returns for 3 years13.3451.5026%
Returns for 5 years11.6095.5112%
Returns for 10 yearsN/AN/A-
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