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FBTAX vs SHPAX
FBTAX vs SHPAX Comparison
Open Charts FBTAX vs SHPAX
FBTAX vs SHPAX Comparison Chart in %
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FBTAX vs. SHPAX commentary
Sep 13, 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 SHPAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.43B vs. SHPAX (11.3M). FBTAX pays higher dividends than SHPAX: FBTAX (0.91) vs SHPAX (0.00). FBTAX was incepted earlier than SHPAX: FBTAX (26 years) vs SHPAX (27 years). SHPAX (3.00) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. SHPAX (22.00). FBTAX (6%) and SHPAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than SHPAX: FBTAX (0) vs SHPAX (2500). FBTAX annual gain was more profitable for investors over the last year : 53.71 vs. SHPAX (18.05). FBTAX return over 5 years is better than : 46.13 vs. SHPAX (8.97).
| FBTAX | SHPAX | FBTAX / SHPAX | |
| Total Expense Ratio | 0.96 | 3.00 | 32% |
| Annual Report Gross Expense Ratio | 0.96 | 3.00 | 32% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 28.259 | 8.557 | 330% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| 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 | 53.71 | 18.05 | 298% |
| Returns for 3 years | 104.68 | 20.95 | 500% |
| Returns for 5 years | 46.13 | 8.97 | 514% |
| Returns for 10 years | 141.86 | -20.38 | -696% |
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