Interact to see
Advertisement
Advertisement
FIDCX vs JRBFX
FIDCX vs JRBFX Comparison
Open Charts FIDCX vs JRBFX
FIDCX vs JRBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDCX 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 FIDCX is a Hold and JRBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JRBFX has more cash in the bank: 952M vs. FIDCX (279M). JRBFX pays higher dividends than FIDCX: JRBFX (1.58) vs FIDCX (0.25). FIDCX was incepted earlier than JRBFX: FIDCX (28 years) vs JRBFX (10 years). FIDCX (2.00) is less costly to investors than JRBFX (0.96). FIDCX is a more actively managed with annual turnover of: 63.00 vs. JRBFX (5.00). FIDCX has a lower initial minimum investment than JRBFX: FIDCX (1000) vs JRBFX (250000). JRBFX annual gain was more profitable for investors over the last year : 13.72 vs. FIDCX (-31.65). JRBFX return over 5 years is better than : 22.50 vs. FIDCX (-42.59).
| FIDCX | JRBFX | FIDCX / JRBFX | |
| Total Expense Ratio | 1.99 | 0.95 | 209% |
| Annual Report Gross Expense Ratio | 2.00 | 0.96 | 208% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 6.790 | 18.489 | 37% |
| Front Load | N/A | 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 | 0.25 | 1.58 | 16% |
| Returns for 1 year | -31.65 | 13.72 | -231% |
| Returns for 3 years | -7.33 | 70.14 | -10% |
| Returns for 5 years | -42.59 | 22.50 | -189% |
| Returns for 10 years | -24.44 | 93.09 | -26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers