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FACDX vs FBTAX
FACDX vs FBTAX Comparison Chart in %
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FACDX vs. FBTAX commentary
Sep 04, 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 StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FACDX has more cash in the bank: 3.27B vs. FBTAX (1.46B). FBTAX pays higher dividends than FACDX: FBTAX (2.59) vs FACDX (0.00). FACDX was incepted earlier than FBTAX: FACDX (29 years) vs FBTAX (25 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. FBTAX annual gain was more profitable for investors over the last year : -7.64 vs. FACDX (-17.93). FBTAX return over 5 years is better than : 3.65 vs. FACDX (-8.46).
| 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 | 25 years | - |
| Gain YTD | -0.054 | 9.886 | -1% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.27B | 1.46B | 223% |
| Annual Yield % from dividends | 0.00 | 2.59 | - |
| Returns for 1 year | -17.93 | -7.64 | 235% |
| Returns for 3 years | -0.29 | 29.94 | -1% |
| Returns for 5 years | -8.46 | 3.65 | -232% |
| Returns for 10 years | 37.73 | 12.10 | 312% |
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