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FBDIX vs SHSAX
FBDIX vs SHSAX Comparison Chart in %
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FBDIX vs. SHSAX commentary
Nov 20, 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 Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.56B vs. FBDIX (987M). SHSAX pays higher dividends than FBDIX: SHSAX (0.21) 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 : 29.65 vs. SHSAX (-0.69). FBDIX return over 5 years is better than : -2.64 vs. SHSAX (-7.94).
| 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 | 44.952 | 6.502 | 691% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 987M | 6.56B | 15% |
| Annual Yield % from dividends | 0.00 | 0.21 | - |
| Returns for 1 year | 29.65 | -0.69 | -4,291% |
| Returns for 3 years | 62.97 | 3.36 | 1,875% |
| Returns for 5 years | -2.64 | -7.94 | 33% |
| Returns for 10 years | 1.66 | 27.31 | 6% |
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