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JFDRX vs VFAIX
JFDRX vs VFAIX Comparison
Open Charts JFDRX vs VFAIX
JHancock Financial Industries R6
Price$19.26
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets308.12M
Vanguard Financials Index Admiral
Price$65.29
Change+$0.45 (+0.69%)
VolumeN/A
Net Assets13.76B
JFDRX vs VFAIX Comparison Chart in %
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JFDRX vs. VFAIX commentary
Jul 27, 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 VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13.8B vs. JFDRX (308M). VFAIX pays higher dividends than JFDRX: VFAIX (1.72) vs JFDRX (1.36). 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 : 24.73 vs. JFDRX (10.97). VFAIX return over 5 years is better than : 119.87 vs. JFDRX (26.86).
| 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 | 6.881 | 10.545 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 13.8B | 2% |
| Annual Yield % from dividends | 1.36 | 1.72 | 79% |
| Returns for 1 year | 10.97 | 24.73 | 44% |
| Returns for 3 years | 22.87 | 63.73 | 36% |
| Returns for 5 years | 26.86 | 119.87 | 22% |
| Returns for 10 years | N/A | 160.20 | - |
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