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FIDCX vs SBFAX
FIDCX vs SBFAX Comparison
Open Charts FIDCX vs SBFAX
JHancock Financial Industries C
Price$15.71
Change-$0.17 (-1.07%)
VolumeN/A
Net Assets298.08M
1919 Financial Services A
Price$29.77
Change-$0.32 (-1.06%)
VolumeN/A
Net Assets118.14M
FIDCX vs SBFAX Comparison Chart in %
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FIDCX vs. SBFAX commentary
Aug 18, 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 Buy and SBFAX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 298M vs. SBFAX (118M). SBFAX pays higher dividends than FIDCX: SBFAX (0.66) vs FIDCX (0.52). FIDCX was incepted earlier than SBFAX: FIDCX (26 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 : 7.10 vs. SBFAX (5.24). SBFAX return over 5 years is better than : 34.77 vs. FIDCX (8.06).
| FIDCX | SBFAX | FIDCX / SBFAX | |
| Total Expense Ratio | 1.97 | 1.46 | 135% |
| Annual Report Gross Expense Ratio | 1.98 | 1.46 | 136% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 4.178 | 2.620 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 118M | 253% |
| Annual Yield % from dividends | 0.52 | 0.66 | 80% |
| Returns for 1 year | 7.10 | 5.24 | 135% |
| Returns for 3 years | 4.10 | -2.13 | -192% |
| Returns for 5 years | 8.06 | 34.77 | 23% |
| Returns for 10 years | -2.80 | 49.81 | -6% |
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