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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
Sep 12, 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 FSRBX is a Buy.
FUNDAMENTALS
Fundamentals
FSRBX has more cash in the bank: 507M vs. FIDAX (279M). FSRBX pays higher dividends than FIDAX: FSRBX (1.99) vs FIDAX (0.86). FIDAX was incepted earlier than FSRBX: FIDAX (31 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 : 12.74 vs. FIDAX (-24.01). FSRBX return over 5 years is better than : 51.79 vs. FIDAX (-30.76).
| FIDAX | FSRBX | FIDAX / FSRBX | |
| Total Expense Ratio | 1.29 | 0.69 | 187% |
| Annual Report Gross Expense Ratio | 1.30 | 0.69 | 188% |
| Fund Existence | 31 years | 40 years | - |
| Gain YTD | 7.410 | 12.243 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 507M | 55% |
| Annual Yield % from dividends | 0.86 | 1.99 | 43% |
| Returns for 1 year | -24.01 | 12.74 | -189% |
| Returns for 3 years | 6.30 | 94.26 | 7% |
| Returns for 5 years | -30.76 | 51.79 | -59% |
| Returns for 10 years | -3.50 | 73.97 | -5% |