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FBTAX vs SUHAX
FBTAX vs SUHAX Comparison
Open Charts FBTAX vs SUHAX
FBTAX vs SUHAX Comparison Chart in %
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FBTAX vs. SUHAX commentary
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. SUHAX (228M). FBTAX pays higher dividends than SUHAX: FBTAX (1.13) vs SUHAX (0.13). FBTAX was incepted earlier than SUHAX: FBTAX (25 years) vs SUHAX (25 years). SUHAX (1.34) 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 : 50.10 vs. SUHAX (2.24). FBTAX return over 5 years is better than : 29.40 vs. SUHAX (-5.34).
| FBTAX | SUHAX | FBTAX / SUHAX | |
| Total Expense Ratio | 0.96 | 1.33 | 72% |
| Annual Report Gross Expense Ratio | 0.96 | 1.34 | 72% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 2.297 | -7.382 | -31% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 228M | 834% |
| Annual Yield % from dividends | 1.13 | 0.13 | 878% |
| Returns for 1 year | 50.10 | 2.24 | 2,237% |
| Returns for 3 years | 59.94 | 1.16 | 5,162% |
| Returns for 5 years | 29.40 | -5.34 | -551% |
| Returns for 10 years | 91.09 | 4.91 | 1,856% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| YFFI | 10.02 | 0.06 | +0.58% |
| Indexperts Yield Focused Fxd Inc ETF | |||
| XFLT | 18.48 | 0.02 | +0.11% |
| XAI Octagon Floating Rate and Alternative Income Trust | |||
| JANB | 27.27 | 0.02 | +0.07% |
| Aptus January Buffer ETF | |||
| CGSD | 25.77 | N/A | N/A |
| Capital Group Short Duration Income ETF | |||
| MDPL | 26.38 | -0.39 | -1.46% |
| Monarch Dividend Plus ETF | |||