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FIDAX vs FRBCX
FIDAX vs FRBCX Comparison
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FIDAX vs FRBCX Comparison Chart in %
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FIDAX vs. FRBCX commentary
Sep 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 Buy and FRBCX is a Buy.
FUNDAMENTALS
Fundamentals
FRBCX has more cash in the bank: 925M vs. FIDAX (281M). FIDAX pays higher dividends than FRBCX: FIDAX (0.86) vs FRBCX (0.79). FIDAX was incepted earlier than FRBCX: FIDAX (30 years) vs FRBCX (28 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 : 9.83 vs. FIDAX (-22.59). FRBCX return over 5 years is better than : 11.26 vs. FIDAX (-31.50).
| 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 | 28 years | - |
| Gain YTD | 8.070 | 14.980 | 54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 925M | 30% |
| Annual Yield % from dividends | 0.86 | 0.79 | 108% |
| Returns for 1 year | -22.59 | 9.83 | -230% |
| Returns for 3 years | 6.36 | 54.66 | 12% |
| Returns for 5 years | -31.50 | 11.26 | -280% |
| Returns for 10 years | -5.14 | 69.50 | -7% |
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