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FBHTX vs PAGUX
FBHTX vs PAGUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBHTX has more cash in the bank: 43.9B vs. PAGUX (29.3M). PAGUX pays higher dividends than FBHTX: PAGUX (4.06) vs FBHTX (1.16). FBHTX was incepted earlier than PAGUX: FBHTX (12 years) vs PAGUX (5 years). PAGUX (2.21) is less costly to investors than FBHTX (0.45). PAGUX is a more actively managed with annual turnover of: 30.00 vs. FBHTX (5.00). PAGUX has a lower initial minimum investment than FBHTX: PAGUX (0) vs FBHTX (250). FBHTX annual gain was more profitable for investors over the last year : 14.57 vs. PAGUX (13.63). PAGUX (38.54) and FBHTX (38.12) have equivalent 5 years return.
| FBHTX | PAGUX | FBHTX / PAGUX | |
| Total Expense Ratio | 0.45 | 0.70 | 64% |
| Annual Report Gross Expense Ratio | 0.45 | 2.21 | 20% |
| Fund Existence | 12 years | 5 years | - |
| Gain YTD | 20.703 | 18.253 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.9B | 29.3M | 149,829% |
| Annual Yield % from dividends | 1.16 | 4.06 | 29% |
| Returns for 1 year | 14.57 | 13.63 | 107% |
| Returns for 3 years | 47.16 | 47.82 | 99% |
| Returns for 5 years | 38.12 | 38.54 | 99% |
| Returns for 10 years | 105.99 | N/A | - |
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