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FBTAX vs SHSKX
FBTAX vs SHSKX Comparison Chart in %
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FBTAX vs. SHSKX commentary
Sep 30, 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 FBTAX is a Hold and SHSKX is a Buy.
FUNDAMENTALS
Fundamentals
SHSKX has more cash in the bank: 6.02B vs. FBTAX (1.46B). FBTAX pays higher dividends than SHSKX: FBTAX (2.59) vs SHSKX (0.41). FBTAX was incepted earlier than SHSKX: FBTAX (25 years) vs SHSKX (9 years). FBTAX (0.96) is less costly to investors than SHSKX (0.75). FBTAX is a more actively managed with annual turnover of: 73.00 vs. SHSKX (43.00). FBTAX has a lower initial minimum investment than SHSKX: FBTAX (0) vs SHSKX (5000000). FBTAX annual gain was more profitable for investors over the last year : 0.34 vs. SHSKX (-16.00). FBTAX return over 5 years is better than : 6.85 vs. SHSKX (-10.60).
| FBTAX | SHSKX | FBTAX / SHSKX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 0.96 | 0.75 | 128% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 18.339 | -4.349 | -422% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 6.02B | 24% |
| Annual Yield % from dividends | 2.59 | 0.41 | 634% |
| Returns for 1 year | 0.34 | -16.00 | -2% |
| Returns for 3 years | 43.90 | 4.65 | 944% |
| Returns for 5 years | 6.85 | -10.60 | -65% |
| Returns for 10 years | 50.27 | N/A | - |
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