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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
Jun 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 StrongBuy and FRBAX is a Buy.
FUNDAMENTALS
Fundamentals
FRBAX has more cash in the bank: 915M vs. FIDAX (271M). FRBAX pays higher dividends than FIDAX: FRBAX (1.49) vs FIDAX (0.91). FIDAX was incepted earlier than FRBAX: FIDAX (30 years) vs FRBAX (34 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 : 22.71 vs. FIDAX (-24.35). FRBAX return over 5 years is better than : 10.80 vs. FIDAX (-34.26).
| 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 | 34 years | - |
| Gain YTD | 2.201 | 14.009 | 16% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 915M | 30% |
| Annual Yield % from dividends | 0.91 | 1.49 | 61% |
| Returns for 1 year | -24.35 | 22.71 | -107% |
| Returns for 3 years | 4.58 | 64.23 | 7% |
| Returns for 5 years | -34.26 | 10.80 | -317% |
| Returns for 10 years | -2.85 | 98.09 | -3% |
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