FBTAX
Price
$41.94
Change
+$2.04 (+5.11%)
Updated
Jun 22 closing price
Net Assets
1.9B
SUHIX
Price
$43.61
Change
+$0.31 (+0.72%)
Updated
Jun 22 closing price
Net Assets
244.56M
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FBTAX vs SUHIX

FBTAX vs SUHIX Comparison Chart in %
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FBTAX vs. SUHIX commentary
Jun 24, 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 SUHIX is a Hold.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. SUHIX (245M). FBTAX pays higher dividends than SUHIX: FBTAX (1.13) vs SUHIX (0.29). FBTAX was incepted earlier than SUHIX: FBTAX (26 years) vs SUHIX (26 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 : 55.47 vs. SUHIX (4.23). FBTAX return over 5 years is better than : 27.26 vs. SUHIX (-3.91).
FBTAXSUHIXFBTAX / SUHIX
Total Expense Ratio0.961.0393%
Annual Report Gross Expense Ratio0.961.0393%
Fund Existence26 years26 years-
Gain YTD6.571-6.621-99%
Front Load6%N/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B245M776%
Annual Yield % from dividends1.130.29387%
Returns for 1 year55.474.231,312%
Returns for 3 years67.093.082,177%
Returns for 5 years27.26-3.91-697%
Returns for 10 years127.6624.53521%
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