FIDSX
Price
$16.93
Change
+$0.05 (+0.30%)
Updated
Jul 10 closing price
Net Assets
810.56M
FSRBX
Price
$38.28
Change
+$0.23 (+0.60%)
Updated
Jul 10 closing price
Net Assets
495.29M
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FIDSX vs FSRBX

FIDSX vs FSRBX Comparison Chart in %
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FIDSX vs. FSRBX commentary
Jul 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 FIDSX is a Buy and FSRBX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 811M vs. FSRBX (495M). FSRBX pays higher dividends than FIDSX: FSRBX (1.99) vs FIDSX (1.63). 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 : 18.11 vs. FIDSX (7.17). FSRBX return over 5 years is better than : 53.30 vs. FIDSX (46.43).
FIDSXFSRBXFIDSX / FSRBX
Total Expense Ratio0.680.6999%
Annual Report Gross Expense Ratio0.680.6999%
Fund Existence45 years40 years-
Gain YTD6.20912.92148%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets811M495M164%
Annual Yield % from dividends1.631.9982%
Returns for 1 year7.1718.1140%
Returns for 3 years70.35100.3770%
Returns for 5 years46.4353.3087%
Returns for 10 years129.2283.15155%
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