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FBTAX vs SHSKX
FBTAX vs SHSKX Comparison Chart
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FBTAX vs. SHSKX commentary
Dec 19, 2024
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: 7.53B vs. FBTAX (1.74B). FBTAX pays higher dividends than SHSKX: FBTAX (1.02) vs SHSKX (0.51). FBTAX was incepted earlier than SHSKX: FBTAX (24 years) vs SHSKX (9 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. SHSKX (29.00). 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 : 19.17 vs. SHSKX (0.41). FBTAX (3.72) and SHSKX (3.59) have equivalent 5 years return.
| FBTAX | SHSKX | FBTAX / SHSKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 10.059 | -1.522 | -661% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 7.53B | 23% |
| Annual Yield % from dividends | 1.02 | 0.51 | 200% |
| Returns for 1 year | 19.17 | 0.41 | 4,641% |
| Returns for 3 years | 13.79 | -10.72 | -129% |
| Returns for 5 years | 3.72 | 3.59 | 103% |
| Returns for 10 years | 19.50 | N/A | - |
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