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FBHTX vs SWMRX
FBHTX vs SWMRX Comparison Chart
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FBHTX vs. SWMRX commentary
Jun 15, 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: 40.4B vs. SWMRX (328M). SWMRX pays higher dividends than FBHTX: SWMRX (1.87) vs FBHTX (1.32). 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). FBHTX annual gain was more profitable for investors over the last year : 10.33 vs. SWMRX (9.16). FBHTX (47.65) and SWMRX (46.76) 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 | 6.933 | 5.669 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 328M | 12,317% |
| Annual Yield % from dividends | 1.32 | 1.87 | 71% |
| Returns for 1 year | 10.33 | 9.16 | 113% |
| Returns for 3 years | 38.79 | 34.12 | 114% |
| Returns for 5 years | 47.65 | 46.76 | 102% |
| Returns for 10 years | 73.19 | 54.67 | 134% |
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