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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
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 FOSBX is a Hold and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. FOSBX (615M). FTHFX pays higher dividends than FOSBX: FTHFX (0.56) vs FOSBX (0.48). FOSBX was incepted earlier than FTHFX: FOSBX (16 years) vs FTHFX (15 years). FOSBX (1.07) 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 : 15.30 vs. FOSBX (11.75). FTHFX return over 5 years is better than : 60.92 vs. FOSBX (-2.10).
| FOSBX | FTHFX | FOSBX / FTHFX | |
| Total Expense Ratio | 0.95 | 0.64 | 148% |
| Annual Report Gross Expense Ratio | 1.07 | 0.64 | 167% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 24.572 | 14.839 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 615M | 12.1B | 5% |
| Annual Yield % from dividends | 0.48 | 0.56 | 86% |
| Returns for 1 year | 11.75 | 15.30 | 77% |
| Returns for 3 years | 22.65 | 58.68 | 39% |
| Returns for 5 years | -2.10 | 60.92 | -3% |
| Returns for 10 years | 40.87 | 237.29 | 17% |
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