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FBTAX vs SHSKX
FBTAX vs SHSKX Comparison Chart
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FBTAX vs. SHSKX commentary
Apr 07, 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 Hold and SHSKX is a Hold.
FUNDAMENTALS
Fundamentals
SHSKX has more cash in the bank: 6.6B vs. FBTAX (1.39B). FBTAX pays higher dividends than SHSKX: FBTAX (2.97) vs SHSKX (0.39). 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). SHSKX annual gain was more profitable for investors over the last year : -11.74 vs. FBTAX (-18.02). SHSKX return over 5 years is better than : 12.26 vs. FBTAX (1.09).
| 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 | -14.223 | -4.230 | 336% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 6.6B | 21% |
| Annual Yield % from dividends | 2.97 | 0.39 | 766% |
| Returns for 1 year | -18.02 | -11.74 | 154% |
| Returns for 3 years | -5.40 | -13.66 | 40% |
| Returns for 5 years | 1.09 | 12.26 | 9% |
| Returns for 10 years | -12.87 | N/A | - |
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