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FBHTX vs SWMRX
FBHTX vs SWMRX Comparison Chart in %
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FBHTX vs. SWMRX commentary
Jul 27, 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: 42.4B vs. SWMRX (347M). SWMRX pays higher dividends than FBHTX: SWMRX (1.80) vs FBHTX (1.26). 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 : 16.70 vs. SWMRX (14.25). FBHTX (46.86) and SWMRX (45.63) 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 | 12.726 | 10.796 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 347M | 12,219% |
| Annual Yield % from dividends | 1.26 | 1.80 | 70% |
| Returns for 1 year | 16.70 | 14.25 | 117% |
| Returns for 3 years | 41.82 | 36.04 | 116% |
| Returns for 5 years | 46.86 | 45.63 | 103% |
| Returns for 10 years | 84.20 | 63.19 | 133% |
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