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FIDCX vs SBFAX
FIDCX vs SBFAX Comparison
Open Charts FIDCX vs SBFAX
JHancock Financial Industries C
Price$15.79
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets297.71M
1919 Financial Services A
Price$30.05
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets116.87M
FIDCX vs SBFAX Comparison Chart in %
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FIDCX vs. SBFAX commentary
Oct 09, 2025
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 Buy and SBFAX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 298M vs. SBFAX (117M). SBFAX pays higher dividends than FIDCX: SBFAX (0.64) vs FIDCX (0.52). FIDCX was incepted earlier than SBFAX: FIDCX (27 years) vs SBFAX (27 years). FIDCX (1.98) is less costly to investors than SBFAX (1.46). FIDCX is a more actively managed with annual turnover of: 61.00 vs. SBFAX (4.00). FIDCX (1000) and SBFAX (1000) have matching initial minimum investment requirements. FIDCX annual gain was more profitable for investors over the last year : 3.09 vs. SBFAX (1.79). SBFAX return over 5 years is better than : 36.24 vs. FIDCX (8.73).
| FIDCX | SBFAX | FIDCX / SBFAX | |
| Total Expense Ratio | 1.97 | 1.46 | 135% |
| Annual Report Gross Expense Ratio | 1.98 | 1.46 | 136% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 5.172 | 3.654 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 117M | 255% |
| Annual Yield % from dividends | 0.52 | 0.64 | 80% |
| Returns for 1 year | 3.09 | 1.79 | 172% |
| Returns for 3 years | 18.07 | 11.68 | 155% |
| Returns for 5 years | 8.73 | 36.24 | 24% |
| Returns for 10 years | 5.38 | 54.68 | 10% |
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