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FBHTX vs FIOFX
FBHTX vs FIOFX Comparison Chart
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FBHTX vs. FIOFX commentary
May 08, 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: 38.4B vs. FIOFX (21.3B). FIOFX pays higher dividends than FBHTX: FIOFX (1.98) vs FBHTX (1.39). 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 : 9.73 vs. FBHTX (7.01). FIOFX return over 5 years is better than : 71.35 vs. FBHTX (47.43).
| 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 | 0.855 | 1.928 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.4B | 21.3B | 180% |
| Annual Yield % from dividends | 1.39 | 1.98 | 71% |
| Returns for 1 year | 7.01 | 9.73 | 72% |
| Returns for 3 years | 21.79 | 33.24 | 66% |
| Returns for 5 years | 47.43 | 71.35 | 66% |
| Returns for 10 years | 62.03 | 77.39 | 80% |
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