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FBDIX vs SHSAX
FBDIX vs SHSAX Comparison Chart in %
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FBDIX vs. SHSAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.26B vs. FBDIX (915M). SHSAX pays higher dividends than FBDIX: SHSAX (0.22) vs FBDIX (0.00). FBDIX was incepted earlier than SHSAX: FBDIX (28 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than FBDIX (1.03). SHSAX is a more actively managed with annual turnover of: 43.00 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 : 6.38 vs. SHSAX (-11.98). FBDIX return over 5 years is better than : -10.34 vs. SHSAX (-13.77).
| FBDIX | SHSAX | FBDIX / SHSAX | |
| Total Expense Ratio | 1.02 | 1.09 | 94% |
| Annual Report Gross Expense Ratio | 1.03 | 1.09 | 94% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 34.025 | 0.545 | 6,249% |
| Front Load | 6% | 5% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 6.26B | 15% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | 6.38 | -11.98 | -53% |
| Returns for 3 years | 56.94 | 3.42 | 1,666% |
| Returns for 5 years | -10.34 | -13.77 | 75% |
| Returns for 10 years | 0.76 | 24.61 | 3% |