FBTAX
Price
$37.13
Change
-$1.17 (-3.05%)
Updated
Jun 2 closing price
Net Assets
1.9B
SUHIX
Price
$42.47
Change
-$0.53 (-1.23%)
Updated
Jun 2 closing price
Net Assets
228.39M
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FBTAX vs SUHIX

Header iconFBTAX vs SUHIX Comparison
Open Charts FBTAX vs SUHIXBanner chart's image
FBTAX vs SUHIX Comparison Chart in %
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FBTAX vs. SUHIX 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 SUHIX is a Hold.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. SUHIX (228M). FBTAX pays higher dividends than SUHIX: FBTAX (1.13) vs SUHIX (0.29). FBTAX was incepted earlier than SUHIX: FBTAX (25 years) vs SUHIX (25 years). SUHIX (1.03) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. SUHIX (1.00). FBTAX has a lower initial minimum investment than SUHIX: FBTAX (0) vs SUHIX (1000000). FBTAX annual gain was more profitable for investors over the last year : 50.10 vs. SUHIX (3.46). FBTAX return over 5 years is better than : 29.40 vs. SUHIX (-0.62).
FBTAXSUHIXFBTAX / SUHIX
Total Expense Ratio0.961.0393%
Annual Report Gross Expense Ratio0.961.0393%
Fund Existence25 years25 years-
Gain YTD2.297-7.268-32%
Front Load6%N/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B228M834%
Annual Yield % from dividends1.130.29387%
Returns for 1 year50.103.461,450%
Returns for 3 years59.943.991,503%
Returns for 5 years29.40-0.62-4,727%
Returns for 10 years91.0916.74544%
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