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FBTAX vs FSHCX
FBTAX vs FSHCX Comparison
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FBTAX vs FSHCX Comparison Chart in %
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FBTAX vs. FSHCX commentary
Aug 23, 2026
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 Hold and FSHCX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. FSHCX (883M). FBTAX pays higher dividends than FSHCX: FBTAX (0.99) vs FSHCX (0.66). FBTAX was incepted earlier than FSHCX: FBTAX (26 years) vs FSHCX (40 years). FBTAX (0.96) is less costly to investors than FSHCX (0.67). FSHCX is a more actively managed with annual turnover of: 71.00 vs. FBTAX (51.00). FBTAX (0) and FSHCX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 70.51 vs. FSHCX (19.36). FBTAX return over 5 years is better than : 59.32 vs. FSHCX (-11.39).
| FBTAX | FSHCX | FBTAX / FSHCX | |
| Total Expense Ratio | 0.96 | 0.67 | 143% |
| Annual Report Gross Expense Ratio | 0.96 | 0.67 | 143% |
| Fund Existence | 26 years | 40 years | - |
| Gain YTD | 34.802 | 10.905 | 319% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 883M | 249% |
| Annual Yield % from dividends | 0.99 | 0.66 | 150% |
| Returns for 1 year | 70.51 | 19.36 | 364% |
| Returns for 3 years | 116.70 | -7.57 | -1,542% |
| Returns for 5 years | 59.32 | -11.39 | -521% |
| Returns for 10 years | 143.78 | 37.50 | 383% |
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