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FACDX vs FBTAX
FACDX vs FBTAX Comparison Chart
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FACDX vs. FBTAX commentary
Apr 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 FACDX is a Buy and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FACDX has more cash in the bank: 3.74B vs. FBTAX (1.39B). FBTAX pays higher dividends than FACDX: FBTAX (2.97) vs FACDX (0.00). FACDX was incepted earlier than FBTAX: FACDX (29 years) vs FBTAX (24 years). FBTAX (0.96) and FACDX (0.93) have similar cost to investors . FBTAX is a more actively managed with annual turnover of: 73.00 vs. FACDX (37.00). FACDX (6%) and FBTAX (6%) have equivalent initial investment costs. FACDX (0) and FBTAX (0) have matching initial minimum investment requirements. FACDX annual gain was more profitable for investors over the last year : -10.50 vs. FBTAX (-13.49). FACDX return over 5 years is better than : -2.74 vs. FBTAX (-11.51).
| FACDX | FBTAX | FACDX / FBTAX | |
| Total Expense Ratio | 0.93 | 0.96 | 97% |
| Annual Report Gross Expense Ratio | 0.93 | 0.96 | 97% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -3.111 | -12.606 | 25% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 1.39B | 269% |
| Annual Yield % from dividends | 0.00 | 2.97 | - |
| Returns for 1 year | -10.50 | -13.49 | 78% |
| Returns for 3 years | -10.91 | -0.64 | 1,699% |
| Returns for 5 years | -2.74 | -11.51 | 24% |
| Returns for 10 years | 22.86 | -14.57 | -157% |
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