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FBGTX vs FHZEX
FBGTX vs FHZEX Comparison Chart
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FBGTX vs. FHZEX commentary
Jun 16, 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: 46.6B vs. FHZEX (3.75B). FBGTX pays higher dividends than FHZEX: FBGTX (1.44) vs FHZEX (0.95). 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 : 10.08 vs. FHZEX (8.01). FBGTX return over 5 years is better than : 46.18 vs. FHZEX (41.95).
| 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 | 6.761 | 5.624 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.6B | 3.75B | 1,242% |
| Annual Yield % from dividends | 1.44 | 0.95 | 151% |
| Returns for 1 year | 10.08 | 8.01 | 126% |
| Returns for 3 years | 37.67 | 40.55 | 93% |
| Returns for 5 years | 46.18 | 41.95 | 110% |
| Returns for 10 years | 69.33 | N/A | - |
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