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FBHTX vs SWMRX
FBHTX vs SWMRX Comparison Chart in %
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FBHTX vs. SWMRX commentary
Aug 18, 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 SWMRX is a Hold.
FUNDAMENTALS
Fundamentals
FBHTX has more cash in the bank: 42.5B vs. SWMRX (351M). SWMRX pays higher dividends than FBHTX: SWMRX (1.79) vs FBHTX (1.25). FBHTX was incepted earlier than SWMRX: FBHTX (11 years) vs SWMRX (13 years). SWMRX (0.55) is less costly to investors than FBHTX (0.45). SWMRX is a more actively managed with annual turnover of: 6.00 vs. FBHTX (5.00). SWMRX has a lower initial minimum investment than FBHTX: SWMRX (0) vs FBHTX (250). FBHTX annual gain was more profitable for investors over the last year : 14.09 vs. SWMRX (12.95). FBHTX (43.28) and SWMRX (41.62) have equivalent 5 years return.
| FBHTX | SWMRX | FBHTX / SWMRX | |
| Total Expense Ratio | 0.45 | 0.52 | 87% |
| Annual Report Gross Expense Ratio | 0.45 | 0.55 | 82% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 13.248 | 11.942 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5B | 351M | 12,108% |
| Annual Yield % from dividends | 1.25 | 1.79 | 70% |
| Returns for 1 year | 14.09 | 12.95 | 109% |
| Returns for 3 years | 32.77 | 28.17 | 116% |
| Returns for 5 years | 43.28 | 41.62 | 104% |
| Returns for 10 years | 85.06 | 64.88 | 131% |
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