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FBHTX vs FIOFX
FBHTX vs FIOFX Comparison Chart
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FBHTX vs. FIOFX commentary
Jun 03, 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 FBHTX is a Hold and FIOFX is a Hold.
FUNDAMENTALS
Fundamentals
FBHTX has more cash in the bank: 39.9B vs. FIOFX (22.5B). FIOFX pays higher dividends than FBHTX: FIOFX (1.90) vs FBHTX (1.32). FBHTX was incepted earlier than FIOFX: FBHTX (11 years) vs FIOFX (16 years). FBHTX (0.45) is less costly to investors than FIOFX (0.12). FIOFX is a more actively managed with annual turnover of: 8.00 vs. FBHTX (5.00). FIOFX has a lower initial minimum investment than FBHTX: FIOFX (0) vs FBHTX (250). FIOFX annual gain was more profitable for investors over the last year : 12.12 vs. FBHTX (11.30). FIOFX return over 5 years is better than : 62.79 vs. FBHTX (42.81).
| FBHTX | FIOFX | FBHTX / FIOFX | |
| Total Expense Ratio | 0.45 | 0.12 | 375% |
| Annual Report Gross Expense Ratio | 0.45 | 0.12 | 375% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 5.840 | 5.416 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9B | 22.5B | 177% |
| Annual Yield % from dividends | 1.32 | 1.90 | 70% |
| Returns for 1 year | 11.30 | 12.12 | 93% |
| Returns for 3 years | 26.20 | 35.97 | 73% |
| Returns for 5 years | 42.81 | 62.79 | 68% |
| Returns for 10 years | 71.67 | 86.03 | 83% |
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