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FBHTX vs SWMRX
FBHTX vs SWMRX Comparison Chart
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FBHTX vs. SWMRX commentary
Apr 30, 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: 37.6B vs. SWMRX (308M). SWMRX pays higher dividends than FBHTX: SWMRX (1.96) vs FBHTX (1.40). FBHTX was incepted earlier than SWMRX: FBHTX (11 years) vs SWMRX (12 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). SWMRX (6.86) and FBHTX (6.66) have marching annual gain over last year. SWMRX (46.07) and FBHTX (44.94) 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 | 12 years | - |
| Gain YTD | -0.522 | -0.543 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 308M | 12,208% |
| Annual Yield % from dividends | 1.40 | 1.96 | 72% |
| Returns for 1 year | 6.66 | 6.86 | 97% |
| Returns for 3 years | 18.81 | 15.71 | 120% |
| Returns for 5 years | 44.94 | 46.07 | 98% |
| Returns for 10 years | 60.52 | 45.46 | 133% |
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