| FBTDX | SHSAX | FBTDX / SHSAX | |
| Total Expense Ratio | 1.77 | 1.09 | 162% |
| Annual Report Gross Expense Ratio | 1.78 | 1.09 | 163% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 20.490 | 5.067 | 404% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 6.23B | 19% |
| Annual Yield % from dividends | 1.38 | 0.26 | 535% |
| Returns for 1 year | 68.87 | 10.27 | 670% |
| Returns for 3 years | 77.85 | 3.36 | 2,317% |
| Returns for 5 years | 22.18 | -13.99 | -159% |
| Returns for 10 years | 40.43 | 43.09 | 94% |