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FNFWX vs SBHEX
FNFWX vs SBHEX Comparison
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FNFWX vs SBHEX Comparison Chart in %
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FNFWX vs. SBHEX commentary
Sep 12, 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 FNFWX is a Buy and SBHEX is a Hold.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. SBHEX (109M). SBHEX pays higher dividends than FNFWX: SBHEX (2.15) vs FNFWX (1.15). FNFWX was incepted earlier than SBHEX: FNFWX (6 years) vs SBHEX (12 years). SBHEX (1.95) is less costly to investors than FNFWX (0.69). SBHEX is a more actively managed with annual turnover of: 88.00 vs. FNFWX (46.00). FNFWX has a lower initial minimum investment than SBHEX: FNFWX (250) vs SBHEX (2500). SBHEX annual gain was more profitable for investors over the last year : 34.86 vs. FNFWX (17.30). SBHEX return over 5 years is better than : 82.39 vs. FNFWX (19.42).
| FNFWX | SBHEX | FNFWX / SBHEX | |
| Total Expense Ratio | 0.69 | 0.99 | 70% |
| Annual Report Gross Expense Ratio | 0.69 | 1.95 | 35% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 16.477 | 24.660 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 109M | 82,569% |
| Annual Yield % from dividends | 1.15 | 2.15 | 54% |
| Returns for 1 year | 17.30 | 34.86 | 50% |
| Returns for 3 years | 54.15 | 107.11 | 51% |
| Returns for 5 years | 19.42 | 82.39 | 24% |
| Returns for 10 years | N/A | 173.08 | - |
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