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FIDAX vs FRBAX
FIDAX vs FRBAX Comparison
Open Charts FIDAX vs FRBAX
JHancock Financial Industries A
Price$19.03
Change+$0.15 (+0.79%)
VolumeN/A
Net Assets302.34M
JHancock Regional Bank A
Price$29.30
Change+$0.22 (+0.76%)
VolumeN/A
Net Assets832.94M
FIDAX vs FRBAX Comparison Chart in %
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FIDAX vs. FRBAX commentary
Jul 17, 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 StrongBuy and FRBAX is a Hold.
FUNDAMENTALS
Fundamentals
FRBAX has more cash in the bank: 833M vs. FIDAX (302M). FRBAX pays higher dividends than FIDAX: FRBAX (1.73) vs FIDAX (1.08). FIDAX was incepted earlier than FRBAX: FIDAX (29 years) vs FRBAX (34 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 : 8.33 vs. FRBAX (6.18). FRBAX return over 5 years is better than : 78.98 vs. FIDAX (24.48).
| 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 | 34 years | - |
| Gain YTD | 4.540 | 2.792 | 163% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 833M | 36% |
| Annual Yield % from dividends | 1.08 | 1.73 | 63% |
| Returns for 1 year | 8.33 | 6.18 | 135% |
| Returns for 3 years | 23.29 | 12.80 | 182% |
| Returns for 5 years | 24.48 | 78.98 | 31% |
| Returns for 10 years | 9.59 | 59.32 | 16% |
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