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FBTIX vs SHSAX
FBTIX vs SHSAX Comparison Chart in %
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FBTIX vs. SHSAX commentary
Aug 18, 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: 6.23B vs. FBTIX (1.4B). FBTIX pays higher dividends than SHSAX: FBTIX (2.70) vs SHSAX (0.24). 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 (27.00). 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 : -3.31 vs. SHSAX (-17.07). FBTIX return over 5 years is better than : 5.05 vs. SHSAX (-15.88).
| 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 | 10.542 | -5.381 | -196% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 6.23B | 22% |
| Annual Yield % from dividends | 2.70 | 0.24 | 1,147% |
| Returns for 1 year | -3.31 | -17.07 | 19% |
| Returns for 3 years | 23.60 | -8.02 | -294% |
| Returns for 5 years | 5.05 | -15.88 | -32% |
| Returns for 10 years | 10.63 | 4.16 | 256% |
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