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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
Jun 20, 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 Hold and SBFAX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 784M vs. SBFAX (94.3M). FIDSX pays higher dividends than SBFAX: FIDSX (1.72) 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 : 8.85 vs. SBFAX (-10.22). FIDSX return over 5 years is better than : 44.27 vs. SBFAX (-16.73).
| 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 | 0.689 | -2.269 | -30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 94.3M | 831% |
| Annual Yield % from dividends | 1.72 | 0.07 | 2,329% |
| Returns for 1 year | 8.85 | -10.22 | -87% |
| Returns for 3 years | 58.63 | 5.21 | 1,126% |
| Returns for 5 years | 44.27 | -16.73 | -265% |
| Returns for 10 years | 123.63 | 41.02 | 301% |
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