FBTDX
Price
$173.98
Change
-$3.73 (-2.10%)
Updated
Jul 13 closing price
Net Assets
1.19B
SHSAX
Price
$67.81
Change
-$0.20 (-0.29%)
Updated
Jul 13 closing price
Net Assets
6.23B
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FBTDX vs SHSAX

FBTDX vs SHSAX Comparison Chart in %
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FBTDX vs. SHSAX commentary
Jul 14, 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 FBTDX is a StrongBuy and SHSAX is a Buy.

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FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.23B vs. FBTDX (1.19B). FBTDX pays higher dividends than SHSAX: FBTDX (1.38) vs SHSAX (0.26). FBTDX was incepted earlier than SHSAX: FBTDX (12 years) vs SHSAX (27 years). FBTDX (1.78) is less costly to investors than SHSAX (1.09). SHSAX is a more actively managed with annual turnover of: 43.00 vs. FBTDX (21.87). FBTDX (1000) and SHSAX (1000) have matching initial minimum investment requirements. FBTDX annual gain was more profitable for investors over the last year : 68.87 vs. SHSAX (10.27). FBTDX return over 5 years is better than : 22.18 vs. SHSAX (-13.99).
FBTDXSHSAXFBTDX / SHSAX
Total Expense Ratio1.771.09162%
Annual Report Gross Expense Ratio1.781.09163%
Fund Existence12 years27 years-
Gain YTD20.4905.067404%
Front LoadN/A5%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.19B6.23B19%
Annual Yield % from dividends1.380.26535%
Returns for 1 year68.8710.27670%
Returns for 3 years77.853.362,317%
Returns for 5 years22.18-13.99-159%
Returns for 10 years40.4343.0994%
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