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FIDSX vs SBFAX
FIDSX vs SBFAX Comparison
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FIDSX vs SBFAX Comparison Chart in %
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FIDSX vs. SBFAX commentary
Jul 10, 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 SBFAX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 811M vs. SBFAX (97.5M). FIDSX pays higher dividends than SBFAX: FIDSX (1.63) vs SBFAX (0.07). FIDSX was incepted earlier than SBFAX: FIDSX (45 years) vs SBFAX (28 years). SBFAX (1.46) is less costly to investors than FIDSX (0.68). FIDSX is a more actively managed with annual turnover of: 37.00 vs. SBFAX (9.00). FIDSX has a lower initial minimum investment than SBFAX: FIDSX (0) vs SBFAX (1000). FIDSX annual gain was more profitable for investors over the last year : 6.05 vs. SBFAX (-10.73). FIDSX return over 5 years is better than : 44.10 vs. SBFAX (-14.73).
| FIDSX | SBFAX | FIDSX / SBFAX | |
| Total Expense Ratio | 0.68 | 1.46 | 47% |
| Annual Report Gross Expense Ratio | 0.68 | 1.46 | 47% |
| Fund Existence | 45 years | 28 years | - |
| Gain YTD | 4.516 | 2.496 | 181% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 97.5M | 832% |
| Annual Yield % from dividends | 1.63 | 0.07 | 2,323% |
| Returns for 1 year | 6.05 | -10.73 | -56% |
| Returns for 3 years | 69.91 | 11.57 | 604% |
| Returns for 5 years | 44.10 | -14.73 | -299% |
| Returns for 10 years | 127.68 | 46.37 | 275% |
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