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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
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 FBTDX is a Hold and SHSAX is a Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 5.82B vs. FBTDX (1.04B). FBTDX pays higher dividends than SHSAX: FBTDX (1.51) vs SHSAX (0.27). FBTDX was incepted earlier than SHSAX: FBTDX (12 years) vs SHSAX (26 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 : 53.42 vs. SHSAX (3.04). FBTDX return over 5 years is better than : 10.17 vs. SHSAX (-17.33).
| 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 | 26 years | - |
| Gain YTD | 5.241 | -3.862 | -136% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 5.82B | 18% |
| Annual Yield % from dividends | 1.51 | 0.27 | 551% |
| Returns for 1 year | 53.42 | 3.04 | 1,760% |
| Returns for 3 years | 54.22 | -4.08 | -1,329% |
| Returns for 5 years | 10.17 | -17.33 | -59% |
| Returns for 10 years | 18.16 | 32.83 | 55% |
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