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FIDAX vs FRBAX
FIDAX vs FRBAX Comparison
Open Charts FIDAX vs FRBAX
JHancock Financial Industries A
Price$17.08
Change-$1.14 (-6.26%)
VolumeN/A
Net Assets370.9M
JHancock Regional Bank A
Price$24.54
Change-$2.48 (-9.18%)
VolumeN/A
Net Assets804.86M
FIDAX vs FRBAX Comparison Chart
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FIDAX vs. FRBAX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FRBAX has more cash in the bank: 805M vs. FIDAX (371M). FRBAX pays higher dividends than FIDAX: FRBAX (1.86) vs FIDAX (1.14). 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. FRBAX annual gain was more profitable for investors over the last year : 12.75 vs. FIDAX (10.09). FRBAX return over 5 years is better than : 93.80 vs. FIDAX (51.54).
| 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 | -0.332 | -6.040 | 5% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 805M | 46% |
| Annual Yield % from dividends | 1.14 | 1.86 | 61% |
| Returns for 1 year | 10.09 | 12.75 | 79% |
| Returns for 3 years | -0.56 | -9.95 | 6% |
| Returns for 5 years | 51.54 | 93.80 | 55% |
| Returns for 10 years | 10.33 | 56.38 | 18% |
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