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FRBRX vs SHSAX
FRBRX vs SHSAX Comparison Chart in %
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FRBRX vs. SHSAX commentary
Jul 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 FRBRX is a Buy and SHSAX is a Buy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.46B vs. FRBRX (696M). SHSAX pays higher dividends than FRBRX: SHSAX (0.22) 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 annual gain was more profitable for investors over the last year : -11.81 vs. FRBRX (-13.10). SHSAX return over 5 years is better than : -8.30 vs. FRBRX (-29.10).
| 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 | -1.988 | -0.817 | 243% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 6.46B | 11% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | -13.10 | -11.81 | 111% |
| Returns for 3 years | 19.10 | -7.36 | -260% |
| Returns for 5 years | -29.10 | -8.30 | 351% |
| Returns for 10 years | -37.43 | 10.50 | -357% |
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