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JFDRX vs TFIFX
JFDRX vs TFIFX Comparison
Open Charts JFDRX vs TFIFX
JHancock Financial Industries R6
Price$19.44
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets311.81M
T. Rowe Price Financial Services I
Price$47.54
Change+$0.48 (+1.02%)
VolumeN/A
Net Assets2.06B
JFDRX vs TFIFX Comparison Chart in %
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JFDRX vs. TFIFX 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 JFDRX is a StrongBuy and TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 2.06B vs. JFDRX (312M). JFDRX pays higher dividends than TFIFX: JFDRX (1.36) vs TFIFX (1.14). 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 : 21.72 vs. JFDRX (17.75). TFIFX return over 5 years is better than : 131.17 vs. JFDRX (31.98).
| JFDRX | TFIFX | JFDRX / TFIFX | |
| Total Expense Ratio | 0.86 | 0.78 | 110% |
| Annual Report Gross Expense Ratio | 0.87 | 0.79 | 110% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 7.880 | 11.806 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 2.06B | 15% |
| Annual Yield % from dividends | 1.36 | 1.14 | 120% |
| Returns for 1 year | 17.75 | 21.72 | 82% |
| Returns for 3 years | 26.19 | 67.02 | 39% |
| Returns for 5 years | 31.98 | 131.17 | 24% |
| Returns for 10 years | N/A | N/A | - |
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