Interact to see
Advertisement
Advertisement
FBTDX vs SHSAX
FBTDX vs SHSAX Comparison
Open Charts FBTDX vs SHSAX
FBTDX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTDX vs. SHSAX commentary
Aug 23, 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: 6.56B vs. FBTDX (1.26B). 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 : 59.05 vs. SHSAX (12.38). FBTDX return over 5 years is better than : 32.98 vs. SHSAX (-14.59).
| 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 | 26.164 | 2.951 | 887% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 6.56B | 19% |
| Annual Yield % from dividends | 1.40 | 0.27 | 519% |
| Returns for 1 year | 59.05 | 12.38 | 477% |
| Returns for 3 years | 83.59 | 4.07 | 2,053% |
| Returns for 5 years | 32.98 | -14.59 | -226% |
| Returns for 10 years | 35.40 | 37.33 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement