Interact to see
Advertisement
Advertisement
FIDSX vs FSRBX
FIDSX vs FSRBX Comparison
Open Charts FIDSX vs FSRBX
FIDSX vs FSRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDSX vs. FSRBX 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 FSRBX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 864M vs. FSRBX (515M). FSRBX pays higher dividends than FIDSX: FSRBX (1.95) vs FIDSX (1.53). FIDSX was incepted earlier than FSRBX: FIDSX (45 years) vs FSRBX (40 years). FSRBX (0.69) and FIDSX (0.68) have similar cost to investors . FIDSX is a more actively managed with annual turnover of: 37.00 vs. FSRBX (25.00). FIDSX (0) and FSRBX (0) have matching initial minimum investment requirements. FSRBX annual gain was more profitable for investors over the last year : 22.79 vs. FIDSX (11.45). FSRBX return over 5 years is better than : 56.94 vs. FIDSX (49.99).
| FIDSX | FSRBX | FIDSX / FSRBX | |
| Total Expense Ratio | 0.68 | 0.69 | 99% |
| Annual Report Gross Expense Ratio | 0.68 | 0.69 | 99% |
| Fund Existence | 45 years | 40 years | - |
| Gain YTD | 8.531 | 13.600 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 515M | 168% |
| Annual Yield % from dividends | 1.53 | 1.95 | 79% |
| Returns for 1 year | 11.45 | 22.79 | 50% |
| Returns for 3 years | 65.99 | 83.57 | 79% |
| Returns for 5 years | 49.99 | 56.94 | 88% |
| Returns for 10 years | 133.64 | 86.47 | 155% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement