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FIDAX vs FSRBX
FIDAX vs FSRBX Comparison
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FIDAX vs FSRBX Comparison Chart in %
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FIDAX vs. FSRBX 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 FSRBX is a Hold.
FUNDAMENTALS
Fundamentals
FSRBX has more cash in the bank: 515M vs. FIDAX (282M). FSRBX pays higher dividends than FIDAX: FSRBX (1.95) vs FIDAX (0.86). FIDAX was incepted earlier than FSRBX: FIDAX (30 years) vs FSRBX (40 years). FIDAX (1.30) is less costly to investors than FSRBX (0.69). FIDAX is a more actively managed with annual turnover of: 63.00 vs. FSRBX (25.00). FSRBX has a lower initial minimum investment than FIDAX: FSRBX (0) vs FIDAX (1000). FSRBX annual gain was more profitable for investors over the last year : 22.79 vs. FIDAX (-21.69). FSRBX return over 5 years is better than : 56.94 vs. FIDAX (-30.06).
| FIDAX | FSRBX | FIDAX / FSRBX | |
| Total Expense Ratio | 1.29 | 0.69 | 187% |
| Annual Report Gross Expense Ratio | 1.30 | 0.69 | 188% |
| Fund Existence | 30 years | 40 years | - |
| Gain YTD | 7.043 | 13.600 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 515M | 55% |
| Annual Yield % from dividends | 0.86 | 1.95 | 44% |
| Returns for 1 year | -21.69 | 22.79 | -95% |
| Returns for 3 years | 2.64 | 83.57 | 3% |
| Returns for 5 years | -30.06 | 56.94 | -53% |
| Returns for 10 years | 0.54 | 86.47 | 1% |
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