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JFDRX vs VFAIX
JFDRX vs VFAIX Comparison
Open Charts JFDRX vs VFAIX
JHancock Financial Industries R6
Price$18.18
Change-$0.38 (-2.05%)
VolumeN/A
Net Assets292.41M
Vanguard Financials Index Admiral
Price$60.64
Change-$1.30 (-2.10%)
VolumeN/A
Net Assets13.04B
JFDRX vs VFAIX Comparison Chart
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JFDRX vs. VFAIX commentary
Jun 16, 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 Hold and VFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. JFDRX (292M). VFAIX pays higher dividends than JFDRX: VFAIX (1.77) vs JFDRX (1.39). JFDRX was incepted earlier than VFAIX: JFDRX (8 years) vs VFAIX (21 years). JFDRX (0.87) is less costly to investors than VFAIX (0.09). JFDRX is a more actively managed with annual turnover of: 61.00 vs. VFAIX (5.00). VFAIX has a lower initial minimum investment than JFDRX: VFAIX (100000) vs JFDRX (1000000). VFAIX annual gain was more profitable for investors over the last year : 22.59 vs. JFDRX (13.51). VFAIX return over 5 years is better than : 106.89 vs. JFDRX (22.80).
| JFDRX | VFAIX | JFDRX / VFAIX | |
| Total Expense Ratio | 0.86 | 0.09 | 956% |
| Annual Report Gross Expense Ratio | 0.87 | 0.09 | 967% |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 0.888 | 2.553 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 13B | 2% |
| Annual Yield % from dividends | 1.39 | 1.77 | 78% |
| Returns for 1 year | 13.51 | 22.59 | 60% |
| Returns for 3 years | 19.06 | 58.01 | 33% |
| Returns for 5 years | 22.80 | 106.89 | 21% |
| Returns for 10 years | N/A | 141.11 | - |
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