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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
Jun 24, 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: 11.2B vs. FOSBX (657M). FTHFX pays higher dividends than FOSBX: FTHFX (0.59) vs FOSBX (0.51). 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 : 30.99 vs. FOSBX (22.02). FTHFX return over 5 years is better than : 61.64 vs. FOSBX (-2.01).
| 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 | 25.555 | 12.922 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 11.2B | 6% |
| Annual Yield % from dividends | 0.51 | 0.59 | 86% |
| Returns for 1 year | 22.02 | 30.99 | 71% |
| Returns for 3 years | 26.16 | 61.63 | 42% |
| Returns for 5 years | -2.01 | 61.64 | -3% |
| Returns for 10 years | 52.56 | 248.41 | 21% |
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