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FNFWX vs SBHEX
FNFWX vs SBHEX Comparison
Open Charts FNFWX vs SBHEX
FNFWX vs SBHEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90.9B vs. SBHEX (107M). SBHEX pays higher dividends than FNFWX: SBHEX (2.13) vs FNFWX (1.15). FNFWX was incepted earlier than SBHEX: FNFWX (6 years) vs SBHEX (12 years). SBHEX (2.10) 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 : 51.90 vs. FNFWX (27.83). SBHEX return over 5 years is better than : 81.91 vs. FNFWX (21.09).
| FNFWX | SBHEX | FNFWX / SBHEX | |
| Total Expense Ratio | 0.69 | 1.14 | 61% |
| Annual Report Gross Expense Ratio | 0.69 | 2.10 | 33% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 16.402 | 26.701 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.9B | 107M | 84,953% |
| Annual Yield % from dividends | 1.15 | 2.13 | 54% |
| Returns for 1 year | 27.83 | 51.90 | 54% |
| Returns for 3 years | 50.76 | 108.21 | 47% |
| Returns for 5 years | 21.09 | 81.91 | 26% |
| Returns for 10 years | N/A | 207.23 | - |
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