Interact to see
Advertisement
Advertisement
FBDIX vs SHSAX
FBDIX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBDIX vs. SHSAX commentary
Oct 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 FBDIX is a Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.26B vs. FBDIX (907M). SHSAX pays higher dividends than FBDIX: SHSAX (0.22) vs FBDIX (0.00). FBDIX was incepted earlier than SHSAX: FBDIX (28 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than FBDIX (1.03). SHSAX is a more actively managed with annual turnover of: 43.00 vs. FBDIX (21.87). FBDIX (6%) and SHSAX (5%) have equivalent initial investment costs. FBDIX (1000) and SHSAX (1000) have matching initial minimum investment requirements. FBDIX annual gain was more profitable for investors over the last year : 5.42 vs. SHSAX (-12.43). FBDIX return over 5 years is better than : -11.15 vs. SHSAX (-14.20).
| FBDIX | SHSAX | FBDIX / SHSAX | |
| Total Expense Ratio | 1.02 | 1.09 | 94% |
| Annual Report Gross Expense Ratio | 1.03 | 1.09 | 94% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 32.813 | 0.032 | 102,439% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 6.26B | 14% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | 5.42 | -12.43 | -44% |
| Returns for 3 years | 55.52 | 2.89 | 1,921% |
| Returns for 5 years | -11.15 | -14.20 | 78% |
| Returns for 10 years | -0.15 | 23.98 | -1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement