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BHSRX vs FBTAX
BHSRX vs FBTAX Comparison Chart
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BHSRX vs. FBTAX commentary
Feb 23, 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 BHSRX is a StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
BHSRX has more cash in the bank: 7.44B vs. FBTAX (1.54B). FBTAX pays higher dividends than BHSRX: FBTAX (1.02) vs BHSRX (0.00). BHSRX was incepted earlier than FBTAX: BHSRX (13 years) vs FBTAX (24 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. BHSRX (29.00). FBTAX has a lower initial minimum investment than BHSRX: FBTAX (0) vs BHSRX (100). FBTAX annual gain was more profitable for investors over the last year : -4.28 vs. BHSRX (-6.44). FBTAX return over 5 years is better than : 0.89 vs. BHSRX (-1.47).
| BHSRX | FBTAX | BHSRX / FBTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 6.394 | 1.654 | 387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.44B | 1.54B | 484% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -6.44 | -4.28 | 150% |
| Returns for 3 years | -0.72 | 23.29 | -3% |
| Returns for 5 years | -1.47 | 0.89 | -166% |
| Returns for 10 years | 23.20 | 6.36 | 365% |
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