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FBTAX vs FSHCX
FBTAX vs FSHCX Comparison Chart in %
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FBTAX vs. FSHCX commentary
Aug 09, 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 FBTAX is a Buy and FSHCX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. FSHCX (804M). FBTAX pays higher dividends than FSHCX: FBTAX (2.74) vs FSHCX (0.70). FBTAX was incepted earlier than FSHCX: FBTAX (25 years) vs FSHCX (39 years). FBTAX (0.96) is less costly to investors than FSHCX (0.67). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FSHCX (56.00). FBTAX (0) and FSHCX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -6.57 vs. FSHCX (-32.60). FBTAX return over 5 years is better than : -5.28 vs. FSHCX (-21.56).
| FBTAX | FSHCX | FBTAX / FSHCX | |
| Total Expense Ratio | 0.96 | 0.67 | 143% |
| Annual Report Gross Expense Ratio | 0.96 | 0.67 | 143% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 4.300 | -13.320 | -32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 804M | 174% |
| Annual Yield % from dividends | 2.74 | 0.70 | 388% |
| Returns for 1 year | -6.57 | -32.60 | 20% |
| Returns for 3 years | 18.58 | -36.27 | -51% |
| Returns for 5 years | -5.28 | -21.56 | 25% |
| Returns for 10 years | -0.57 | -4.64 | 12% |
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