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FBTDX vs SHSAX
FBTDX vs SHSAX Comparison Chart in %
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FBTDX vs. SHSAX commentary
Jul 27, 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: 6.31B vs. FBTDX (732M). 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). SHSAX is a more actively managed with annual turnover of: 27.00 vs. FBTDX (21.87). FBTDX (1000) and SHSAX (1000) have matching initial minimum investment requirements. SHSAX (-16.26) and FBTDX (-16.84) have marching annual gain over last year. SHSAX return over 5 years is better than : -15.72 vs. FBTDX (-31.23).
| 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 | 4.013 | -6.182 | -65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 6.31B | 12% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -16.84 | -16.26 | 104% |
| Returns for 3 years | 19.89 | -6.90 | -288% |
| Returns for 5 years | -31.23 | -15.72 | 199% |
| Returns for 10 years | -44.61 | 1.74 | -2,567% |
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