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FMNEX vs SBHSX
FMNEX vs SBHSX Comparison
Open Charts FMNEX vs SBHSX
FMNEX vs SBHSX Comparison Chart in %
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FMNEX vs. SBHSX commentary
Jun 24, 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 FMNEX is a Buy and SBHSX is a Hold.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 4.42B vs. SBHSX (80.8M). SBHSX pays higher dividends than FMNEX: SBHSX (4.97) vs FMNEX (4.16). FMNEX was incepted earlier than SBHSX: FMNEX (18 years) vs SBHSX (12 years). SBHSX (1.80) is less costly to investors than FMNEX (0.85). SBHSX is a more actively managed with annual turnover of: 105.00 vs. FMNEX (5.00). FMNEX has a lower initial minimum investment than SBHSX: FMNEX (0) vs SBHSX (2500). FMNEX annual gain was more profitable for investors over the last year : 34.05 vs. SBHSX (26.99). FMNEX (71.96) and SBHSX (68.57) have equivalent 5 years return.
| FMNEX | SBHSX | FMNEX / SBHSX | |
| Total Expense Ratio | 0.85 | 1.20 | 71% |
| Annual Report Gross Expense Ratio | 0.85 | 1.80 | 47% |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 12.162 | 4.714 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 80.8M | 5,472% |
| Annual Yield % from dividends | 4.16 | 4.97 | 84% |
| Returns for 1 year | 34.05 | 26.99 | 126% |
| Returns for 3 years | 85.85 | 86.10 | 100% |
| Returns for 5 years | 71.96 | 68.57 | 105% |
| Returns for 10 years | 152.51 | 118.86 | 128% |
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