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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
Jul 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSRBX has more cash in the bank: 495M vs. FIDAX (279M). FSRBX pays higher dividends than FIDAX: FSRBX (1.99) vs FIDAX (0.89). 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 : 18.11 vs. FIDAX (-24.47). FSRBX return over 5 years is better than : 53.30 vs. FIDAX (-30.51).
| 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 | 5.723 | 12.921 | 44% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 495M | 56% |
| Annual Yield % from dividends | 0.89 | 1.99 | 44% |
| Returns for 1 year | -24.47 | 18.11 | -135% |
| Returns for 3 years | 8.03 | 100.37 | 8% |
| Returns for 5 years | -30.51 | 53.30 | -57% |
| Returns for 10 years | -0.32 | 83.15 | -0% |
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