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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
Jun 03, 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: 5.82B vs. FBDIX (1.04B). FBDIX pays higher dividends than SHSAX: FBDIX (1.81) vs SHSAX (0.27). FBDIX was incepted earlier than SHSAX: FBDIX (29 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 : 56.08 vs. SHSAX (3.04). FBDIX return over 5 years is better than : 17.35 vs. SHSAX (-17.33).
| 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 | 26 years | - |
| Gain YTD | 5.569 | -3.862 | -144% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 5.82B | 18% |
| Annual Yield % from dividends | 1.81 | 0.27 | 661% |
| Returns for 1 year | 56.08 | 3.04 | 1,848% |
| Returns for 3 years | 60.78 | -4.08 | -1,490% |
| Returns for 5 years | 17.35 | -17.33 | -100% |
| Returns for 10 years | 32.46 | 32.83 | 99% |
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