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FIDAX vs FRBCX
FIDAX vs FRBCX Comparison
Open Charts FIDAX vs FRBCX
FIDAX vs FRBCX Comparison Chart in %
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FIDAX vs. FRBCX commentary
Jun 04, 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 FRBCX is a Buy.
FUNDAMENTALS
Fundamentals
FRBCX has more cash in the bank: 854M vs. FIDAX (260M). FIDAX (0.91) and FRBCX (0.90) have matching dividends . FIDAX was incepted earlier than FRBCX: FIDAX (30 years) vs FRBCX (27 years). FRBCX (1.96) is less costly to investors than FIDAX (1.30). FIDAX is a more actively managed with annual turnover of: 63.00 vs. FRBCX (5.00). FIDAX (1000) and FRBCX (1000) have matching initial minimum investment requirements. FRBCX annual gain was more profitable for investors over the last year : 15.05 vs. FIDAX (-28.34). FRBCX return over 5 years is better than : -4.76 vs. FIDAX (-38.24).
| FIDAX | FRBCX | FIDAX / FRBCX | |
| Total Expense Ratio | 1.29 | 1.95 | 66% |
| Annual Report Gross Expense Ratio | 1.30 | 1.96 | 66% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | -2.568 | 5.616 | -46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 854M | 30% |
| Annual Yield % from dividends | 0.91 | 0.90 | 101% |
| Returns for 1 year | -28.34 | 15.05 | -188% |
| Returns for 3 years | 1.84 | 54.46 | 3% |
| Returns for 5 years | -38.24 | -4.76 | 803% |
| Returns for 10 years | -11.72 | 65.94 | -18% |
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