Interact to see
Advertisement
Advertisement
FBTDX vs SHSAX
FBTDX vs SHSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTDX vs. SHSAX commentary
Jul 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 FBTDX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. FBTDX (696M). SHSAX pays higher dividends than FBTDX: SHSAX (0.22) vs FBTDX (0.00). FBTDX was incepted earlier than SHSAX: FBTDX (11 years) vs SHSAX (26 years). FBTDX (1.81) is less costly to investors than SHSAX (1.09). FBTDX is a more actively managed with annual turnover of: 35.87 vs. SHSAX (27.00). FBTDX (1000) and SHSAX (1000) have matching initial minimum investment requirements. SHSAX annual gain was more profitable for investors over the last year : -11.81 vs. FBTDX (-15.39). SHSAX return over 5 years is better than : -8.30 vs. FBTDX (-35.55).
| FBTDX | SHSAX | FBTDX / SHSAX | |
| Total Expense Ratio | 1.80 | 1.09 | 165% |
| Annual Report Gross Expense Ratio | 1.81 | 1.09 | 166% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -2.540 | -0.817 | 311% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 6.46B | 11% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -15.39 | -11.81 | 130% |
| Returns for 3 years | 13.96 | -7.36 | -190% |
| Returns for 5 years | -35.55 | -8.30 | 428% |
| Returns for 10 years | -46.93 | 10.50 | -447% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers