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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
Aug 03, 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 Buy and FRBAX is a Hold.
FUNDAMENTALS
Fundamentals
FRBAX has more cash in the bank: 960M vs. FIDAX (282M). FRBAX pays higher dividends than FIDAX: FRBAX (1.35) vs FIDAX (0.86). 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 : 24.58 vs. FIDAX (-21.69). FRBAX return over 5 years is better than : 25.08 vs. FIDAX (-30.06).
| 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 | 7.043 | 19.778 | 36% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 960M | 29% |
| Annual Yield % from dividends | 0.86 | 1.35 | 64% |
| Returns for 1 year | -21.69 | 24.58 | -88% |
| Returns for 3 years | 2.64 | 56.72 | 5% |
| Returns for 5 years | -30.06 | 25.08 | -120% |
| Returns for 10 years | 0.54 | 102.85 | 1% |
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