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FIDAX vs FRBAX
FIDAX vs FRBAX Comparison
Open Charts FIDAX vs FRBAX
JHancock Financial Industries A
Price$18.16
Change+$0.17 (+0.94%)
VolumeN/A
Net Assets291.96M
JHancock Regional Bank A
Price$27.03
Change+$0.57 (+2.15%)
VolumeN/A
Net Assets765.15M
FIDAX vs FRBAX Comparison Chart
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FIDAX vs. FRBAX commentary
May 09, 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 FIDAX is a Buy and FRBAX is a Buy.
FUNDAMENTALS
Fundamentals
FRBAX has more cash in the bank: 765M vs. FIDAX (292M). FRBAX pays higher dividends than FIDAX: FRBAX (1.91) vs FIDAX (1.17). FIDAX was incepted earlier than FRBAX: FIDAX (29 years) vs FRBAX (33 years). FIDAX (1.28) and FRBAX (1.27) have similar cost to investors . FIDAX is a more actively managed with annual turnover of: 61.00 vs. FRBAX (3.00). FIDAX (5%) and FRBAX (5%) have equivalent initial investment costs. FIDAX (1000) and FRBAX (1000) have matching initial minimum investment requirements. FIDAX annual gain was more profitable for investors over the last year : 9.89 vs. FRBAX (9.17). FRBAX return over 5 years is better than : 62.44 vs. FIDAX (28.12).
| FIDAX | FRBAX | FIDAX / FRBAX | |
| Total Expense Ratio | 1.27 | 1.26 | 101% |
| Annual Report Gross Expense Ratio | 1.28 | 1.27 | 101% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | -0.388 | -6.920 | 6% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 765M | 38% |
| Annual Yield % from dividends | 1.17 | 1.91 | 61% |
| Returns for 1 year | 9.89 | 9.17 | 108% |
| Returns for 3 years | 10.47 | -2.64 | -396% |
| Returns for 5 years | 28.12 | 62.44 | 45% |
| Returns for 10 years | 7.48 | 54.01 | 14% |
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