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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
Aug 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: 6.56B vs. FBDIX (1.26B). 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 : 61.83 vs. SHSAX (12.38). FBDIX return over 5 years is better than : 41.66 vs. SHSAX (-14.59).
| 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 | 26.777 | 2.951 | 907% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 6.56B | 19% |
| Annual Yield % from dividends | 1.68 | 0.27 | 621% |
| Returns for 1 year | 61.83 | 12.38 | 499% |
| Returns for 3 years | 91.41 | 4.07 | 2,245% |
| Returns for 5 years | 41.66 | -14.59 | -286% |
| Returns for 10 years | 51.81 | 37.33 | 139% |
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