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FBTAX vs SHSKX
FBTAX vs SHSKX Comparison Chart
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FBTAX vs. SHSKX commentary
Jun 13, 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: 6.52B vs. FBTAX (1.28B). FBTAX pays higher dividends than SHSKX: FBTAX (3.05) vs SHSKX (0.41). 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 : -7.12 vs. SHSKX (-12.76). SHSKX return over 5 years is better than : -0.05 vs. FBTAX (-8.63).
| 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 | -2.426 | -1.232 | 197% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 6.52B | 20% |
| Annual Yield % from dividends | 3.05 | 0.41 | 738% |
| Returns for 1 year | -7.12 | -12.76 | 56% |
| Returns for 3 years | 46.28 | 1.19 | 3,878% |
| Returns for 5 years | -8.63 | -0.05 | 18,829% |
| Returns for 10 years | -5.63 | N/A | - |
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