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FBHTX vs SWMRX
FBHTX vs SWMRX Comparison Chart in %
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FBHTX vs. SWMRX commentary
Oct 01, 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: 43.3B vs. SWMRX (358M). SWMRX pays higher dividends than FBHTX: SWMRX (1.74) vs FBHTX (1.23). FBHTX was incepted earlier than SWMRX: FBHTX (12 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 : 12.46 vs. SWMRX (11.73). FBHTX (46.51) and SWMRX (45.87) 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 | 12 years | 13 years | - |
| Gain YTD | 16.002 | 14.897 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 358M | 12,095% |
| Annual Yield % from dividends | 1.23 | 1.74 | 71% |
| Returns for 1 year | 12.46 | 11.73 | 106% |
| Returns for 3 years | 58.04 | 55.52 | 105% |
| Returns for 5 years | 46.51 | 45.87 | 101% |
| Returns for 10 years | 101.74 | 81.28 | 125% |
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