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FTHFX vs SBRVX
FTHFX vs SBRVX Comparison
Open Charts FTHFX vs SBRVX
FTHFX vs SBRVX Comparison Chart in %
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FTHFX vs. SBRVX 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 FTHFX is a Hold and SBRVX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. SBRVX (439M). FTHFX pays higher dividends than SBRVX: FTHFX (0.59) vs SBRVX (0.29). FTHFX was incepted earlier than SBRVX: FTHFX (15 years) vs SBRVX (7 years). SBRVX (1.29) is less costly to investors than FTHFX (0.64). SBRVX is a more actively managed with annual turnover of: 39.00 vs. FTHFX (28.00). SBRVX has a lower initial minimum investment than FTHFX: SBRVX (2500) vs FTHFX (1000000). SBRVX (31.72) and FTHFX (30.99) have marching annual gain over last year. FTHFX return over 5 years is better than : 61.64 vs. SBRVX (23.58).
| FTHFX | SBRVX | FTHFX / SBRVX | |
| Total Expense Ratio | 0.64 | 1.14 | 56% |
| Annual Report Gross Expense Ratio | 0.64 | 1.29 | 50% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 12.922 | 23.159 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 439M | 2,551% |
| Annual Yield % from dividends | 0.59 | 0.29 | 207% |
| Returns for 1 year | 30.99 | 31.72 | 98% |
| Returns for 3 years | 61.63 | 47.07 | 131% |
| Returns for 5 years | 61.64 | 23.58 | 261% |
| Returns for 10 years | 248.41 | N/A | - |
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