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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
Sep 16, 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 Buy and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.16B vs. FBDIX (1.19B). FBDIX pays higher dividends than SHSAX: FBDIX (1.61) vs SHSAX (0.26). FBDIX was incepted earlier than SHSAX: FBDIX (29 years) vs SHSAX (27 years). SHSAX (1.09) is less costly to investors than FBDIX (1.02). SHSAX is a more actively managed with annual turnover of: 43.00 vs. FBDIX (37.62). 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 : 43.69 vs. SHSAX (5.10). FBDIX return over 5 years is better than : 26.47 vs. SHSAX (-18.13).
| FBDIX | SHSAX | FBDIX / SHSAX | |
| Total Expense Ratio | 1.01 | 1.09 | 93% |
| Annual Report Gross Expense Ratio | 1.02 | 1.09 | 94% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 18.282 | -2.796 | -654% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 6.16B | 19% |
| Annual Yield % from dividends | 1.61 | 0.26 | 626% |
| Returns for 1 year | 43.69 | 5.10 | 857% |
| Returns for 3 years | 79.93 | -1.65 | -4,854% |
| Returns for 5 years | 26.47 | -18.13 | -146% |
| Returns for 10 years | 41.49 | 32.10 | 129% |
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