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FBHTX vs FIOFX
FBHTX vs FIOFX Comparison Chart in %
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FBHTX vs. FIOFX commentary
Jul 20, 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: 41.9B vs. FIOFX (23.8B). FIOFX pays higher dividends than FBHTX: FIOFX (1.82) vs FBHTX (1.26). 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: 13.00 vs. FBHTX (5.00). FIOFX has a lower initial minimum investment than FBHTX: FIOFX (0) vs FBHTX (250). FBHTX annual gain was more profitable for investors over the last year : 13.44 vs. FIOFX (12.74). FIOFX return over 5 years is better than : 65.32 vs. FBHTX (45.08).
| 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 | 11.491 | 10.780 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 23.8B | 176% |
| Annual Yield % from dividends | 1.26 | 1.82 | 69% |
| Returns for 1 year | 13.44 | 12.74 | 106% |
| Returns for 3 years | 40.02 | 53.63 | 75% |
| Returns for 5 years | 45.08 | 65.32 | 69% |
| Returns for 10 years | 79.64 | 94.16 | 85% |
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