FBTAX
Price
$46.20
Change
+$1.17 (+2.60%)
Updated
Jul 2 closing price
Net Assets
2.2B
SUHCX
Price
$23.09
Change
+$0.65 (+2.90%)
Updated
Jul 2 closing price
Net Assets
264.26M
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FBTAX vs SUHCX

FBTAX vs SUHCX Comparison Chart in %
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FBTAX vs. SUHCX commentary
Jul 06, 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 StrongBuy and SUHCX is a Buy.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. SUHCX (264M). FBTAX pays higher dividends than SUHCX: FBTAX (0.98) vs SUHCX (0.00). FBTAX was incepted earlier than SUHCX: FBTAX (26 years) vs SUHCX (26 years). SUHCX (2.16) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. SUHCX (1.00). FBTAX has a lower initial minimum investment than SUHCX: FBTAX (0) vs SUHCX (1000). FBTAX annual gain was more profitable for investors over the last year : 74.64 vs. SUHCX (5.48). FBTAX return over 5 years is better than : 44.99 vs. SUHCX (-17.21).
FBTAXSUHCXFBTAX / SUHCX
Total Expense Ratio0.962.0846%
Annual Report Gross Expense Ratio0.962.1644%
Fund Existence26 years26 years-
Gain YTD23.3971.8081,294%
Front Load6%N/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B264M834%
Annual Yield % from dividends0.980.00-
Returns for 1 year74.645.481,361%
Returns for 3 years96.760.1755,757%
Returns for 5 years44.99-17.21-261%
Returns for 10 years149.77-16.31-918%
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