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FRBRX vs SHSAX
FRBRX vs SHSAX Comparison Chart in %
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FRBRX vs. SHSAX commentary
Sep 29, 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 Hold and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.02B vs. FRBRX (818M). 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). SHSAX is a more actively managed with annual turnover of: 43.00 vs. FRBRX (21.87). SHSAX has a lower initial minimum investment than FRBRX: SHSAX (1000) vs FRBRX (1000000). FRBRX annual gain was more profitable for investors over the last year : -0.79 vs. SHSAX (-16.99). SHSAX (-14.19) and FRBRX (-14.30) have equivalent 5 years return.
| 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 | 19.749 | -5.077 | -389% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 818M | 6.02B | 14% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | -0.79 | -16.99 | 5% |
| Returns for 3 years | 49.87 | 2.23 | 2,233% |
| Returns for 5 years | -14.30 | -14.19 | 101% |
| Returns for 10 years | -0.16 | 23.46 | -1% |
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