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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
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 FRBCX is a Hold.
FUNDAMENTALS
Fundamentals
FRBCX has more cash in the bank: 960M vs. FIDAX (282M). FIDAX pays higher dividends than FRBCX: FIDAX (0.86) vs FRBCX (0.77). 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 : 23.04 vs. FIDAX (-21.69). FRBCX return over 5 years is better than : 19.63 vs. FIDAX (-30.06).
| 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 | 7.043 | 19.226 | 37% |
| Front Load | 5% | N/A | - |
| 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 | 0.77 | 111% |
| Returns for 1 year | -21.69 | 23.04 | -94% |
| Returns for 3 years | 2.64 | 51.74 | 5% |
| Returns for 5 years | -30.06 | 19.63 | -153% |
| Returns for 10 years | 0.54 | 89.48 | 1% |
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