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FIDAX vs FRBAX
FIDAX vs FRBAX Comparison
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FIDAX vs FRBAX Comparison Chart in %
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FIDAX vs. FRBAX commentary
Jul 14, 2026
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 Hold and FRBAX is a Buy.
FUNDAMENTALS
Fundamentals
FRBAX has more cash in the bank: 937M vs. FIDAX (279M). FRBAX pays higher dividends than FIDAX: FRBAX (1.38) vs FIDAX (0.89). FIDAX was incepted earlier than FRBAX: FIDAX (30 years) vs FRBAX (35 years). FIDAX (1.30) and FRBAX (1.26) have similar cost to investors . FIDAX is a more actively managed with annual turnover of: 63.00 vs. FRBAX (5.00). 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 : 16.47 vs. FIDAX (-23.71). FRBAX return over 5 years is better than : 21.80 vs. FIDAX (-29.97).
| FIDAX | FRBAX | FIDAX / FRBAX | |
| Total Expense Ratio | 1.29 | 1.25 | 103% |
| Annual Report Gross Expense Ratio | 1.30 | 1.26 | 103% |
| Fund Existence | 30 years | 35 years | - |
| Gain YTD | 5.723 | 17.603 | 33% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 937M | 30% |
| Annual Yield % from dividends | 0.89 | 1.38 | 64% |
| Returns for 1 year | -23.71 | 16.47 | -144% |
| Returns for 3 years | 6.34 | 70.68 | 9% |
| Returns for 5 years | -29.97 | 21.80 | -138% |
| Returns for 10 years | -1.45 | 96.59 | -1% |
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