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FBTAX vs SBHIX
FBTAX vs SBHIX Comparison
Open Charts FBTAX vs SBHIX
FBTAX vs SBHIX Comparison Chart in %
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FBTAX vs. SBHIX commentary
Sep 18, 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 SBHIX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.43B vs. SBHIX (11.3M). FBTAX pays higher dividends than SBHIX: FBTAX (0.91) vs SBHIX (0.00). FBTAX was incepted earlier than SBHIX: FBTAX (26 years) vs SBHIX (24 years). SBHIX (2.60) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. SBHIX (22.00). FBTAX has a lower initial minimum investment than SBHIX: FBTAX (0) vs SBHIX (250). FBTAX annual gain was more profitable for investors over the last year : 57.39 vs. SBHIX (21.98). FBTAX return over 5 years is better than : 45.05 vs. SBHIX (14.60).
| FBTAX | SBHIX | FBTAX / SBHIX | |
| Total Expense Ratio | 0.96 | 2.60 | 37% |
| Annual Report Gross Expense Ratio | 0.96 | 2.60 | 37% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 27.751 | 9.284 | 299% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 11.3M | 21,478% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | 57.39 | 21.98 | 261% |
| Returns for 3 years | 106.20 | 25.56 | 416% |
| Returns for 5 years | 45.05 | 14.60 | 308% |
| Returns for 10 years | 131.66 | -9.31 | -1,414% |
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