FBTAX
Price
$45.96
Change
-$0.09 (-0.20%)
Updated
Jul 24 closing price
Net Assets
2.2B
SUHCX
Price
$22.70
Change
+$0.14 (+0.62%)
Updated
Jul 24 closing price
Net Assets
258.5M
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FBTAX vs SUHCX

FBTAX vs SUHCX Comparison Chart in %
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FBTAX vs. SUHCX commentary
Jul 26, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. SUHCX (259M). 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 (2.17) 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 : 65.15 vs. SUHCX (2.85). FBTAX return over 5 years is better than : 45.96 vs. SUHCX (-19.84).
FBTAXSUHCXFBTAX / SUHCX
Total Expense Ratio0.962.0846%
Annual Report Gross Expense Ratio0.962.1744%
Fund Existence26 years26 years-
Gain YTD22.7560.08825,805%
Front Load6%N/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B259M850%
Annual Yield % from dividends0.980.00-
Returns for 1 year65.152.852,282%
Returns for 3 years94.09-3.77-2,494%
Returns for 5 years45.96-19.84-232%
Returns for 10 years134.15-20.93-641%
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