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FMNEX vs SBHSX
FMNEX vs SBHSX Comparison
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FMNEX vs SBHSX Comparison Chart in %
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FMNEX vs. SBHSX 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 FMNEX is a Hold and SBHSX is a Hold.
FUNDAMENTALS
Fundamentals
FMNEX has more cash in the bank: 4.43B vs. SBHSX (81.7M). 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 : 30.17 vs. SBHSX (26.24). FMNEX (74.36) and SBHSX (72.04) 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 | 12.355 | 8.617 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 81.7M | 5,425% |
| Annual Yield % from dividends | 4.17 | 4.52 | 92% |
| Returns for 1 year | 30.17 | 26.24 | 115% |
| Returns for 3 years | 75.41 | 82.32 | 92% |
| Returns for 5 years | 74.36 | 72.04 | 103% |
| Returns for 10 years | 136.98 | 110.21 | 124% |
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