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FBTAX vs SHSKX
FBTAX vs SHSKX Comparison Chart in %
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FBTAX vs. SHSKX commentary
Jul 27, 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: 6.31B vs. FBTAX (1.3B). FBTAX pays higher dividends than SHSKX: FBTAX (2.95) vs SHSKX (0.41). FBTAX was incepted earlier than SHSKX: FBTAX (25 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 : -10.87 vs. SHSKX (-15.27). FBTAX return over 5 years is better than : -6.61 vs. SHSKX (-12.19).
| FBTAX | SHSKX | FBTAX / SHSKX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 0.96 | 0.75 | 128% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 3.491 | -5.522 | -63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 6.31B | 21% |
| Annual Yield % from dividends | 2.95 | 0.41 | 728% |
| Returns for 1 year | -10.87 | -15.27 | 71% |
| Returns for 3 years | 31.49 | -4.70 | -671% |
| Returns for 5 years | -6.61 | -12.19 | 54% |
| Returns for 10 years | -6.23 | N/A | - |
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