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FIDCX vs SBFAX
FIDCX vs SBFAX Comparison
Open Charts FIDCX vs SBFAX
JHancock Financial Industries C
Price$15.95
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets301.26M
1919 Financial Services A
Price$30.16
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets117.9M
FIDCX vs SBFAX Comparison Chart in %
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FIDCX vs. SBFAX commentary
Sep 27, 2025
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 FIDCX is a Hold and SBFAX is a Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 301M vs. SBFAX (118M). SBFAX pays higher dividends than FIDCX: SBFAX (0.63) vs FIDCX (0.51). FIDCX was incepted earlier than SBFAX: FIDCX (27 years) vs SBFAX (27 years). FIDCX (1.98) is less costly to investors than SBFAX (1.46). FIDCX is a more actively managed with annual turnover of: 61.00 vs. SBFAX (4.00). FIDCX (1000) and SBFAX (1000) have matching initial minimum investment requirements. FIDCX annual gain was more profitable for investors over the last year : 4.69 vs. SBFAX (2.47). SBFAX return over 5 years is better than : 51.01 vs. FIDCX (18.64).
| FIDCX | SBFAX | FIDCX / SBFAX | |
| Total Expense Ratio | 1.97 | 1.46 | 135% |
| Annual Report Gross Expense Ratio | 1.98 | 1.46 | 136% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 5.769 | 4.205 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 118M | 255% |
| Annual Yield % from dividends | 0.51 | 0.63 | 81% |
| Returns for 1 year | 4.69 | 2.47 | 189% |
| Returns for 3 years | 20.50 | 14.40 | 142% |
| Returns for 5 years | 18.64 | 51.01 | 37% |
| Returns for 10 years | 11.29 | 61.90 | 18% |
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