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FBTAX vs SHPCX
FBTAX vs SHPCX Comparison
Open Charts FBTAX vs SHPCX
FBTAX vs SHPCX Comparison Chart in %
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FBTAX vs. SHPCX commentary
Sep 12, 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 SHPCX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.43B vs. SHPCX (11.3M). FBTAX pays higher dividends than SHPCX: FBTAX (0.91) vs SHPCX (0.00). FBTAX was incepted earlier than SHPCX: FBTAX (26 years) vs SHPCX (27 years). SHPCX (3.60) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. SHPCX (22.00). FBTAX has a lower initial minimum investment than SHPCX: FBTAX (0) vs SHPCX (2500). FBTAX annual gain was more profitable for investors over the last year : 53.71 vs. SHPCX (15.13). FBTAX return over 5 years is better than : 46.13 vs. SHPCX (-3.21).
| FBTAX | SHPCX | FBTAX / SHPCX | |
| Total Expense Ratio | 0.96 | 3.60 | 27% |
| Annual Report Gross Expense Ratio | 0.96 | 3.60 | 27% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 28.259 | 8.106 | 349% |
| Front Load | 6% | N/A | - |
| 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 | 15.13 | 355% |
| Returns for 3 years | 104.68 | 13.05 | 802% |
| Returns for 5 years | 46.13 | -3.21 | -1,436% |
| Returns for 10 years | 141.86 | -40.83 | -347% |
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