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FBDIX vs SHSAX
FBDIX vs SHSAX Comparison
Open Charts FBDIX vs SHSAX
FBDIX vs SHSAX Comparison Chart in %
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FBDIX vs. SHSAX commentary
Aug 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.09B vs. FBDIX (1.15B). FBDIX pays higher dividends than SHSAX: FBDIX (1.68) vs SHSAX (0.27). FBDIX was incepted earlier than SHSAX: FBDIX (29 years) vs SHSAX (27 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 : 57.98 vs. SHSAX (8.10). FBDIX return over 5 years is better than : 28.77 vs. SHSAX (-20.78).
| FBDIX | SHSAX | FBDIX / SHSAX | |
| Total Expense Ratio | 1.02 | 1.09 | 94% |
| Annual Report Gross Expense Ratio | 1.03 | 1.09 | 94% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 17.027 | -5.283 | -322% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 6.09B | 19% |
| Annual Yield % from dividends | 1.68 | 0.27 | 621% |
| Returns for 1 year | 57.98 | 8.10 | 716% |
| Returns for 3 years | 75.64 | -4.99 | -1,516% |
| Returns for 5 years | 28.77 | -20.78 | -138% |
| Returns for 10 years | 43.01 | 25.96 | 166% |
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