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FOSBX vs FTHFX
FOSBX vs FTHFX Comparison
Open Charts FOSBX vs FTHFX
FOSBX vs FTHFX Comparison Chart in %
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FOSBX vs. FTHFX commentary
Jul 14, 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 FOSBX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. FOSBX (650M). FTHFX pays higher dividends than FOSBX: FTHFX (0.57) vs FOSBX (0.47). FOSBX was incepted earlier than FTHFX: FOSBX (16 years) vs FTHFX (15 years). FOSBX (1.05) is less costly to investors than FTHFX (0.64). FOSBX is a more actively managed with annual turnover of: 31.00 vs. FTHFX (28.00). FTHFX has a lower initial minimum investment than FOSBX: FTHFX (1000000) vs FOSBX (5000000). FTHFX annual gain was more profitable for investors over the last year : 25.56 vs. FOSBX (14.11). FTHFX return over 5 years is better than : 65.58 vs. FOSBX (-0.93).
| FOSBX | FTHFX | FOSBX / FTHFX | |
| Total Expense Ratio | 0.95 | 0.64 | 148% |
| Annual Report Gross Expense Ratio | 1.05 | 0.64 | 164% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 24.354 | 15.175 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 12.1B | 5% |
| Annual Yield % from dividends | 0.47 | 0.57 | 83% |
| Returns for 1 year | 14.11 | 25.56 | 55% |
| Returns for 3 years | 19.06 | 55.30 | 34% |
| Returns for 5 years | -0.93 | 65.58 | -1% |
| Returns for 10 years | 41.65 | 231.04 | 18% |
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