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FBKTX vs FHNEX
FBKTX vs FHNEX Comparison Chart in %
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FBKTX vs. FHNEX 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 FHNEX is a Hold.
FUNDAMENTALS
Fundamentals
FBKTX has more cash in the bank: 18.3B vs. FHNEX (1.31B). FHNEX pays higher dividends than FBKTX: FHNEX (1.22) vs FBKTX (0.93). FBKTX was incepted earlier than FHNEX: FBKTX (11 years) vs FHNEX (7 years). FHNEX (0.72) is less costly to investors than FBKTX (0.48). FHNEX is a more actively managed with annual turnover of: 17.00 vs. FBKTX (5.00). FHNEX has a lower initial minimum investment than FBKTX: FHNEX (0) vs FBKTX (250). FBKTX (14.95) and FHNEX (14.52) have marching annual gain over last year. FBKTX (49.98) and FHNEX (49.55) have equivalent 5 years return.
| FBKTX | FHNEX | FBKTX / FHNEX | |
| Total Expense Ratio | 0.48 | 0.72 | 67% |
| Annual Report Gross Expense Ratio | 0.48 | 0.72 | 67% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 18.121 | 18.448 | 98% |
| Front Load | N/A | 6% | - |
| 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 | 1.22 | 76% |
| Returns for 1 year | 14.95 | 14.52 | 103% |
| Returns for 3 years | 61.44 | 70.36 | 87% |
| Returns for 5 years | 49.98 | 49.55 | 101% |
| Returns for 10 years | 122.98 | N/A | - |