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FIDSX vs FRBAX
FIDSX vs FRBAX Comparison
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FIDSX vs FRBAX Comparison Chart in %
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FIDSX vs. FRBAX commentary
Aug 03, 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 FIDSX is a StrongBuy and FRBAX is a Hold.
FUNDAMENTALS
Fundamentals
FRBAX has more cash in the bank: 960M vs. FIDSX (864M). FIDSX pays higher dividends than FRBAX: FIDSX (1.53) vs FRBAX (1.35). FIDSX was incepted earlier than FRBAX: FIDSX (45 years) vs FRBAX (35 years). FRBAX (1.26) is less costly to investors than FIDSX (0.68). FIDSX is a more actively managed with annual turnover of: 37.00 vs. FRBAX (5.00). FIDSX has a lower initial minimum investment than FRBAX: FIDSX (0) vs FRBAX (1000). FRBAX annual gain was more profitable for investors over the last year : 24.58 vs. FIDSX (11.45). FIDSX return over 5 years is better than : 49.99 vs. FRBAX (25.08).
| FIDSX | FRBAX | FIDSX / FRBAX | |
| Total Expense Ratio | 0.68 | 1.25 | 54% |
| Annual Report Gross Expense Ratio | 0.68 | 1.26 | 54% |
| Fund Existence | 45 years | 35 years | - |
| Gain YTD | 8.531 | 19.778 | 43% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 960M | 90% |
| Annual Yield % from dividends | 1.53 | 1.35 | 114% |
| Returns for 1 year | 11.45 | 24.58 | 47% |
| Returns for 3 years | 65.99 | 56.72 | 116% |
| Returns for 5 years | 49.99 | 25.08 | 199% |
| Returns for 10 years | 133.64 | 102.85 | 130% |
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