Interact to see
Advertisement
Advertisement
FSHBX vs LOLDX
FSHBX vs LOLDX Comparison
Open Charts FSHBX vs LOLDX
FSHBX vs LOLDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSHBX vs. LOLDX commentary
Jun 11, 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 FSHBX is a Hold and LOLDX is a Hold.
FUNDAMENTALS
Fundamentals
LOLDX has more cash in the bank: 43.6B vs. FSHBX (2.6B). LOLDX pays higher dividends than FSHBX: LOLDX (5.23) vs FSHBX (4.18). FSHBX was incepted earlier than LOLDX: FSHBX (40 years) vs LOLDX (9 years). LOLDX (0.32) is less costly to investors than FSHBX (0.30). LOLDX is a more actively managed with annual turnover of: 161.00 vs. FSHBX (59.00). FSHBX (0) and LOLDX (0) have matching initial minimum investment requirements. LOLDX annual gain was more profitable for investors over the last year : 4.52 vs. FSHBX (3.63). LOLDX return over 5 years is better than : 13.83 vs. FSHBX (11.51).
| FSHBX | LOLDX | FSHBX / LOLDX | |
| Total Expense Ratio | 0.30 | 0.32 | 94% |
| Annual Report Gross Expense Ratio | 0.30 | 0.32 | 94% |
| Fund Existence | 40 years | 9 years | - |
| Gain YTD | 0.453 | 0.556 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 43.6B | 6% |
| Annual Yield % from dividends | 4.18 | 5.23 | 80% |
| Returns for 1 year | 3.63 | 4.52 | 80% |
| Returns for 3 years | 15.04 | 17.16 | 88% |
| Returns for 5 years | 11.51 | 13.83 | 83% |
| Returns for 10 years | 22.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement