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FBTDX vs SHSAX
FBTDX vs SHSAX Comparison
Open Charts FBTDX vs SHSAX
FBTDX vs SHSAX Comparison Chart in %
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FBTDX vs. SHSAX commentary
Aug 03, 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 Hold and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.09B vs. FBTDX (1.15B). FBTDX pays higher dividends than SHSAX: FBTDX (1.40) vs SHSAX (0.27). 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 : 55.29 vs. SHSAX (8.10). FBTDX return over 5 years is better than : 20.88 vs. SHSAX (-20.78).
| 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 | 16.516 | -5.283 | -313% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 6.09B | 19% |
| Annual Yield % from dividends | 1.40 | 0.27 | 519% |
| Returns for 1 year | 55.29 | 8.10 | 683% |
| Returns for 3 years | 68.47 | -4.99 | -1,373% |
| Returns for 5 years | 20.88 | -20.78 | -101% |
| Returns for 10 years | 27.56 | 25.96 | 106% |
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