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FBKTX vs FHMEX
FBKTX vs FHMEX Comparison Chart in %
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FBKTX vs. FHMEX commentary
Oct 07, 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 FBKTX is a Hold and FHMEX is a Hold.
FUNDAMENTALS
Fundamentals
FBKTX has more cash in the bank: 18.3B vs. FHMEX (1.31B). FHMEX pays higher dividends than FBKTX: FHMEX (1.09) vs FBKTX (0.93). FBKTX was incepted earlier than FHMEX: FBKTX (11 years) vs FHMEX (7 years). FHMEX (0.97) is less costly to investors than FBKTX (0.48). FHMEX is a more actively managed with annual turnover of: 17.00 vs. FBKTX (5.00). FHMEX has a lower initial minimum investment than FBKTX: FHMEX (0) vs FBKTX (250). FBKTX (14.95) and FHMEX (14.27) have marching annual gain over last year. FBKTX (49.98) and FHMEX (47.83) have equivalent 5 years return.
| FBKTX | FHMEX | FBKTX / FHMEX | |
| Total Expense Ratio | 0.48 | 0.97 | 49% |
| Annual Report Gross Expense Ratio | 0.48 | 0.97 | 49% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 18.121 | 18.312 | 99% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 1.31B | 1,399% |
| Annual Yield % from dividends | 0.93 | 1.09 | 86% |
| Returns for 1 year | 14.95 | 14.27 | 105% |
| Returns for 3 years | 61.44 | 69.17 | 89% |
| Returns for 5 years | 49.98 | 47.83 | 104% |
| Returns for 10 years | 122.98 | N/A | - |
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