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FBGTX vs FHZEX
FBGTX vs FHZEX Comparison Chart
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FBGTX vs. FHZEX commentary
May 23, 2025
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 FBGTX is a Hold and FHZEX is a Hold.
FUNDAMENTALS
Fundamentals
FBGTX has more cash in the bank: 45.4B vs. FHZEX (3.53B). FBGTX pays higher dividends than FHZEX: FBGTX (1.51) vs FHZEX (1.00). FBGTX was incepted earlier than FHZEX: FBGTX (11 years) vs FHZEX (7 years). FHZEX (1.49) is less costly to investors than FBGTX (0.44). FHZEX is a more actively managed with annual turnover of: 15.00 vs. FBGTX (6.00). FHZEX has a lower initial minimum investment than FBGTX: FHZEX (0) vs FBGTX (250). FBGTX annual gain was more profitable for investors over the last year : 8.06 vs. FHZEX (6.34). FBGTX (47.27) and FHZEX (46.10) have equivalent 5 years return.
| FBGTX | FHZEX | FBGTX / FHZEX | |
| Total Expense Ratio | 0.44 | 1.49 | 30% |
| Annual Report Gross Expense Ratio | 0.44 | 1.49 | 30% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 3.969 | 3.557 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 3.53B | 1,285% |
| Annual Yield % from dividends | 1.51 | 1.00 | 152% |
| Returns for 1 year | 8.06 | 6.34 | 127% |
| Returns for 3 years | 26.56 | 29.69 | 89% |
| Returns for 5 years | 47.27 | 46.10 | 103% |
| Returns for 10 years | 62.61 | N/A | - |
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