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FRBRX vs SHSAX
FRBRX vs SHSAX Comparison Chart in %
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FRBRX vs. SHSAX commentary
Oct 20, 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 Hold.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 6.29B vs. FRBRX (915M). 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). 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 : 7.42 vs. SHSAX (-11.98). FRBRX return over 5 years is better than : -7.26 vs. SHSAX (-13.77).
| FRBRX | SHSAX | FRBRX / SHSAX | |
| Total Expense Ratio | 0.67 | 1.09 | 61% |
| Annual Report Gross Expense Ratio | 0.77 | 1.09 | 71% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 34.416 | 0.545 | 6,320% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 6.29B | 15% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | 7.42 | -11.98 | -62% |
| Returns for 3 years | 59.03 | 3.42 | 1,727% |
| Returns for 5 years | -7.26 | -13.77 | 53% |
| Returns for 10 years | 6.93 | 24.61 | 28% |
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