Interact to see
Advertisement
Advertisement
FMNEX vs SBHSX
FMNEX vs SBHSX Comparison
Open Charts FMNEX vs SBHSX
FMNEX vs SBHSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMNEX vs. SBHSX 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 FMNEX is a Hold and SBHSX is a Hold.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 4.64B vs. SBHSX (86.1M). SBHSX pays higher dividends than FMNEX: SBHSX (4.52) vs FMNEX (4.17). FMNEX was incepted earlier than SBHSX: FMNEX (19 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 : 29.28 vs. SBHSX (26.08). FMNEX (85.30) and SBHSX (84.09) 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 | 19 years | 12 years | - |
| Gain YTD | 17.310 | 14.539 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.64B | 86.1M | 5,388% |
| Annual Yield % from dividends | 4.17 | 4.52 | 92% |
| Returns for 1 year | 29.28 | 26.08 | 112% |
| Returns for 3 years | 91.81 | 100.76 | 91% |
| Returns for 5 years | 85.30 | 84.09 | 101% |
| Returns for 10 years | 138.96 | 116.39 | 119% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers