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FBHTX vs IRSPX
FBHTX vs IRSPX Comparison Chart in %
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FBHTX vs. IRSPX commentary
Jul 29, 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 Hold.
FUNDAMENTALS
Fundamentals
FBHTX has more cash in the bank: 42.4B vs. IRSPX (212M). 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 annual gain was more profitable for investors over the last year : 15.53 vs. IRSPX (14.56). FBHTX return over 5 years is better than : 44.79 vs. IRSPX (36.40).
| 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 | 12.726 | 11.565 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 212M | 20,000% |
| Annual Yield % from dividends | 1.26 | 1.78 | 71% |
| Returns for 1 year | 15.53 | 14.56 | 107% |
| Returns for 3 years | 36.51 | 38.89 | 94% |
| Returns for 5 years | 44.79 | 36.40 | 123% |
| Returns for 10 years | 82.57 | 69.56 | 119% |
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