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FBDIX vs SHSAX
FBDIX vs SHSAX Comparison
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FBDIX vs SHSAX Comparison Chart in %
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FBDIX vs. SHSAX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 5.89B vs. FBDIX (1.08B). FBDIX pays higher dividends than SHSAX: FBDIX (1.81) 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 : 57.00 vs. SHSAX (4.39). FBDIX return over 5 years is better than : 12.77 vs. SHSAX (-19.33).
| 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 | 6.812 | -2.935 | -232% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 5.89B | 18% |
| Annual Yield % from dividends | 1.81 | 0.27 | 661% |
| Returns for 1 year | 57.00 | 4.39 | 1,298% |
| Returns for 3 years | 62.03 | -4.60 | -1,349% |
| Returns for 5 years | 12.77 | -19.33 | -66% |
| Returns for 10 years | 50.89 | 40.30 | 126% |
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