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FIDAX vs JRBFX
FIDAX vs JRBFX Comparison
Open Charts FIDAX vs JRBFX
FIDAX vs JRBFX Comparison Chart in %
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FIDAX vs. JRBFX commentary
Sep 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 JRBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JRBFX has more cash in the bank: 952M vs. FIDAX (279M). JRBFX pays higher dividends than FIDAX: JRBFX (1.58) vs FIDAX (0.86). FIDAX was incepted earlier than JRBFX: FIDAX (31 years) vs JRBFX (10 years). FIDAX (1.30) is less costly to investors than JRBFX (0.96). FIDAX is a more actively managed with annual turnover of: 63.00 vs. JRBFX (5.00). FIDAX has a lower initial minimum investment than JRBFX: FIDAX (1000) vs JRBFX (250000). JRBFX annual gain was more profitable for investors over the last year : 13.72 vs. FIDAX (-24.01). JRBFX return over 5 years is better than : 22.50 vs. FIDAX (-30.76).
| FIDAX | JRBFX | FIDAX / JRBFX | |
| Total Expense Ratio | 1.29 | 0.95 | 136% |
| Annual Report Gross Expense Ratio | 1.30 | 0.96 | 135% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 7.410 | 18.489 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 952M | 29% |
| Annual Yield % from dividends | 0.86 | 1.58 | 54% |
| Returns for 1 year | -24.01 | 13.72 | -175% |
| Returns for 3 years | 6.30 | 70.14 | 9% |
| Returns for 5 years | -30.76 | 22.50 | -137% |
| Returns for 10 years | -3.50 | 93.09 | -4% |
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