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FACDX vs FBTAX
FACDX vs FBTAX Comparison Chart in %
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FACDX vs. FBTAX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FACDX has more cash in the bank: 3.23B vs. FBTAX (1.4B). FBTAX pays higher dividends than FACDX: FBTAX (2.74) 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 : -3.49 vs. FACDX (-13.57). FBTAX return over 5 years is better than : -2.98 vs. FACDX (-13.08).
| 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 | -3.543 | 6.431 | -55% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 1.4B | 231% |
| Annual Yield % from dividends | 0.00 | 2.74 | - |
| Returns for 1 year | -13.57 | -3.49 | 389% |
| Returns for 3 years | -8.85 | 22.77 | -39% |
| Returns for 5 years | -13.08 | -2.98 | 439% |
| Returns for 10 years | 22.06 | 1.06 | 2,086% |
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