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FBHTX vs SWMRX
FBHTX vs SWMRX Comparison Chart
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FBHTX vs. SWMRX commentary
May 25, 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: 39.3B vs. SWMRX (320M). SWMRX pays higher dividends than FBHTX: SWMRX (1.95) vs FBHTX (1.39). 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 (8.67) and SWMRX (8.26) have marching annual gain over last year. SWMRX (49.32) and FBHTX (48.28) 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 | 3.799 | 3.257 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.3B | 320M | 12,281% |
| Annual Yield % from dividends | 1.39 | 1.95 | 71% |
| Returns for 1 year | 8.67 | 8.26 | 105% |
| Returns for 3 years | 27.84 | 24.23 | 115% |
| Returns for 5 years | 48.28 | 49.32 | 98% |
| Returns for 10 years | 67.37 | 50.67 | 133% |
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