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FBTIX vs SHSAX
FBTIX vs SHSAX Comparison Chart in %
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FBTIX vs. SHSAX commentary
Sep 08, 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 FBTIX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.25B vs. FBTIX (1.46B). FBTIX pays higher dividends than SHSAX: FBTIX (2.56) vs SHSAX (0.23). FBTIX was incepted earlier than SHSAX: FBTIX (25 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than FBTIX (0.71). FBTIX is a more actively managed with annual turnover of: 73.00 vs. SHSAX (43.00). FBTIX has a lower initial minimum investment than SHSAX: FBTIX (0) vs SHSAX (1000). FBTIX annual gain was more profitable for investors over the last year : -1.57 vs. SHSAX (-16.25). FBTIX return over 5 years is better than : 12.57 vs. SHSAX (-13.34).
| FBTIX | SHSAX | FBTIX / SHSAX | |
| Total Expense Ratio | 0.71 | 1.09 | 65% |
| Annual Report Gross Expense Ratio | 0.71 | 1.09 | 65% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 15.127 | -3.555 | -425% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 6.25B | 23% |
| Annual Yield % from dividends | 2.56 | 0.23 | 1,132% |
| Returns for 1 year | -1.57 | -16.25 | 10% |
| Returns for 3 years | 39.81 | 0.40 | 9,977% |
| Returns for 5 years | 12.57 | -13.34 | -94% |
| Returns for 10 years | 18.61 | 12.07 | 154% |
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