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FBDIX vs SHSAX
FBDIX vs SHSAX Comparison Chart in %
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FBDIX vs. SHSAX commentary
Aug 20, 2025
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 FBDIX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.23B vs. FBDIX (755M). SHSAX pays higher dividends than FBDIX: SHSAX (0.24) vs FBDIX (0.00). FBDIX was incepted earlier than SHSAX: FBDIX (28 years) vs SHSAX (26 years). SHSAX (1.09) and FBDIX (1.06) have similar cost to investors . SHSAX is a more actively managed with annual turnover of: 27.00 vs. FBDIX (21.87). FBDIX (6%) and SHSAX (5%) have equivalent initial investment costs. FBDIX (1000) and SHSAX (1000) have matching initial minimum investment requirements. FBDIX annual gain was more profitable for investors over the last year : -9.77 vs. SHSAX (-17.33). SHSAX return over 5 years is better than : -15.91 vs. FBDIX (-22.94).
| FBDIX | SHSAX | FBDIX / SHSAX | |
| Total Expense Ratio | 1.05 | 1.09 | 96% |
| Annual Report Gross Expense Ratio | 1.06 | 1.09 | 97% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 8.886 | -5.557 | -160% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 6.23B | 12% |
| Annual Yield % from dividends | 0.00 | 0.24 | - |
| Returns for 1 year | -9.77 | -17.33 | 56% |
| Returns for 3 years | 23.96 | -7.42 | -323% |
| Returns for 5 years | -22.94 | -15.91 | 144% |
| Returns for 10 years | -27.04 | 10.26 | -263% |
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