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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
Aug 01, 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 SBFAX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 811M vs. SBFAX (100M). 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 : 11.20 vs. SBFAX (-4.86). FIDSX return over 5 years is better than : 49.64 vs. SBFAX (-11.11).
| 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 | 8.280 | 5.862 | 141% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 100M | 811% |
| Annual Yield % from dividends | 1.63 | 0.07 | 2,323% |
| Returns for 1 year | 11.20 | -4.86 | -230% |
| Returns for 3 years | 65.61 | 7.07 | 928% |
| Returns for 5 years | 49.64 | -11.11 | -447% |
| Returns for 10 years | 133.10 | 50.63 | 263% |
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