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FBTAX vs SHSKX
FBTAX vs SHSKX Comparison Chart
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FBTAX vs. SHSKX commentary
May 22, 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 SHSKX is a Buy.
FUNDAMENTALS
Fundamentals
SHSKX has more cash in the bank: 6.58B vs. FBTAX (1.37B). FBTAX pays higher dividends than SHSKX: FBTAX (2.96) vs SHSKX (0.40). FBTAX was incepted earlier than SHSKX: FBTAX (24 years) vs SHSKX (9 years). FBTAX (0.96) is less costly to investors than SHSKX (0.75). FBTAX is a more actively managed with annual turnover of: 73.00 vs. SHSKX (27.00). FBTAX has a lower initial minimum investment than SHSKX: FBTAX (0) vs SHSKX (5000000). FBTAX annual gain was more profitable for investors over the last year : -9.43 vs. SHSKX (-12.63). SHSKX return over 5 years is better than : -3.03 vs. FBTAX (-12.69).
| FBTAX | SHSKX | FBTAX / SHSKX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 0.96 | 0.75 | 128% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -6.211 | -1.885 | 329% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 6.58B | 21% |
| Annual Yield % from dividends | 2.96 | 0.40 | 746% |
| Returns for 1 year | -9.43 | -12.63 | 75% |
| Returns for 3 years | 26.90 | -5.37 | -501% |
| Returns for 5 years | -12.69 | -3.03 | 419% |
| Returns for 10 years | -9.07 | N/A | - |
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