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BHSRX vs FBTAX
BHSRX vs FBTAX Comparison Chart
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BHSRX vs. FBTAX commentary
Jan 19, 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: 7.37B vs. FBTAX (1.56B). 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 (-4.17) and BHSRX (-4.20) have marching annual gain over last year. FBTAX return over 5 years is better than : -3.57 vs. BHSRX (-4.06).
| 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 | 3.056 | -4.116 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.37B | 1.56B | 474% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -4.20 | -4.17 | 101% |
| Returns for 3 years | -8.04 | 14.00 | -57% |
| Returns for 5 years | -4.06 | -3.57 | 114% |
| Returns for 10 years | 24.32 | 4.14 | 587% |
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