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FRBRX vs SHSAX
FRBRX vs SHSAX Comparison Chart
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FRBRX 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 FRBRX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.52B vs. FRBRX (707M). SHSAX pays higher dividends than FRBRX: SHSAX (0.23) vs FRBRX (0.00). FRBRX was incepted earlier than SHSAX: FRBRX (12 years) vs SHSAX (26 years). SHSAX (1.09) is less costly to investors than FRBRX (0.77). FRBRX is a more actively managed with annual turnover of: 35.87 vs. SHSAX (27.00). SHSAX has a lower initial minimum investment than FRBRX: SHSAX (1000) vs FRBRX (1000000). SHSAX (-13.42) and FRBRX (-13.70) have marching annual gain over last year. SHSAX return over 5 years is better than : -3.42 vs. FRBRX (-23.00).
| FRBRX | SHSAX | FRBRX / SHSAX | |
| Total Expense Ratio | 0.69 | 1.09 | 63% |
| Annual Report Gross Expense Ratio | 0.77 | 1.09 | 71% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -1.594 | -1.217 | 131% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| 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 | -13.70 | -13.42 | 102% |
| Returns for 3 years | 35.69 | -0.08 | -42,251% |
| Returns for 5 years | -23.00 | -3.42 | 672% |
| Returns for 10 years | -36.29 | 11.70 | -310% |
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