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FBTAX vs SUHCX
FBTAX vs SUHCX Comparison
Open Charts FBTAX vs SUHCX
FBTAX vs SUHCX Comparison Chart in %
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FBTAX vs. SUHCX commentary
Aug 17, 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 SUHCX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. SUHCX (265M). FBTAX pays higher dividends than SUHCX: FBTAX (0.99) vs SUHCX (0.00). FBTAX was incepted earlier than SUHCX: FBTAX (26 years) vs SUHCX (26 years). SUHCX (2.17) 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 : 62.38 vs. SUHCX (7.96). FBTAX return over 5 years is better than : 51.09 vs. SUHCX (-17.77).
| FBTAX | SUHCX | FBTAX / SUHCX | |
| Total Expense Ratio | 0.96 | 2.08 | 46% |
| Annual Report Gross Expense Ratio | 0.96 | 2.17 | 44% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 27.644 | 2.822 | 980% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 265M | 830% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | 62.38 | 7.96 | 783% |
| Returns for 3 years | 103.86 | -0.85 | -12,214% |
| Returns for 5 years | 51.09 | -17.77 | -287% |
| Returns for 10 years | 136.10 | -18.55 | -734% |
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