FBTAX
Price
$45.16
Change
-$1.10 (-2.38%)
Updated
Jul 31 closing price
Net Assets
2.2B
SUHAX
Price
$38.83
Change
-$0.31 (-0.79%)
Updated
Jul 31 closing price
Net Assets
258.5M
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FBTAX vs SUHAX

FBTAX vs SUHAX Comparison Chart in %
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FBTAX vs. SUHAX commentary
Aug 03, 2026

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 SUHAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. SUHAX (259M). FBTAX pays higher dividends than SUHAX: FBTAX (0.99) vs SUHAX (0.12). FBTAX was incepted earlier than SUHAX: FBTAX (26 years) vs SUHAX (26 years). SUHAX (1.35) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. SUHAX (1.00). FBTAX (6%) and SUHAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than SUHAX: FBTAX (0) vs SUHAX (1000). FBTAX annual gain was more profitable for investors over the last year : 61.82 vs. SUHAX (12.23). FBTAX return over 5 years is better than : 46.45 vs. SUHAX (-5.64).
FBTAXSUHAXFBTAX / SUHAX
Total Expense Ratio0.961.3372%
Annual Report Gross Expense Ratio0.961.3571%
Fund Existence26 years26 years-
Gain YTD20.6200.5703,619%
Front Load6%6%100%
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B259M849%
Annual Yield % from dividends0.990.12815%
Returns for 1 year61.8212.23505%
Returns for 3 years89.197.481,192%
Returns for 5 years46.45-5.64-824%
Returns for 10 years121.059.141,324%
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