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FBHTX vs IRSPX
FBHTX vs IRSPX Comparison Chart in %
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FBHTX vs. IRSPX commentary
Jul 05, 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 IRSPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBHTX has more cash in the bank: 41.9B vs. IRSPX (208M). IRSPX pays higher dividends than FBHTX: IRSPX (1.78) vs FBHTX (1.26). FBHTX was incepted earlier than IRSPX: FBHTX (11 years) vs IRSPX (13 years). FBHTX (0.45) is less costly to investors than IRSPX (0.38). IRSPX is a more actively managed with annual turnover of: 45.00 vs. FBHTX (5.00). FBHTX has a lower initial minimum investment than IRSPX: FBHTX (250) vs IRSPX (250000). FBHTX (13.58) and IRSPX (13.03) have marching annual gain over last year. FBHTX return over 5 years is better than : 48.44 vs. IRSPX (40.96).
| FBHTX | IRSPX | FBHTX / IRSPX | |
| Total Expense Ratio | 0.45 | 0.38 | 118% |
| Annual Report Gross Expense Ratio | 0.45 | 0.38 | 118% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 11.301 | 10.068 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 208M | 20,144% |
| Annual Yield % from dividends | 1.26 | 1.78 | 71% |
| Returns for 1 year | 13.58 | 13.03 | 104% |
| Returns for 3 years | 42.17 | 45.64 | 92% |
| Returns for 5 years | 48.44 | 40.96 | 118% |
| Returns for 10 years | 82.97 | 69.55 | 119% |
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