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FACDX vs FBTAX
FACDX vs FBTAX Comparison Chart in %
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FACDX vs. FBTAX commentary
Jul 16, 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 Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FACDX has more cash in the bank: 3.35B vs. FBTAX (1.3B). FBTAX pays higher dividends than FACDX: FBTAX (2.95) 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 : -11.39 vs. FACDX (-16.33). FBTAX return over 5 years is better than : -11.50 vs. FACDX (-12.29).
| 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 | -3.453 | 1.617 | -214% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.35B | 1.3B | 258% |
| Annual Yield % from dividends | 0.00 | 2.95 | - |
| Returns for 1 year | -16.33 | -11.39 | 143% |
| Returns for 3 years | -2.95 | 27.62 | -11% |
| Returns for 5 years | -12.29 | -11.50 | 107% |
| Returns for 10 years | 18.62 | -12.64 | -147% |
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