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FBTDX vs SHSAX
FBTDX vs SHSAX Comparison Chart
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FBTDX vs. SHSAX commentary
Jun 16, 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: 6.52B vs. FBTDX (707M). SHSAX pays higher dividends than FBTDX: SHSAX (0.23) 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 : -13.42 vs. FBTDX (-15.98). SHSAX return over 5 years is better than : -3.42 vs. FBTDX (-30.00).
| 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 | -2.089 | -1.217 | 172% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 6.52B | 11% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -15.98 | -13.42 | 119% |
| Returns for 3 years | 29.82 | -0.08 | -35,305% |
| Returns for 5 years | -30.00 | -3.42 | 877% |
| Returns for 10 years | -45.96 | 11.70 | -393% |
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