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FACDX vs FBTAX
FACDX vs FBTAX Comparison Chart
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FACDX vs. FBTAX commentary
Jun 06, 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: 3.33B vs. FBTAX (1.28B). FBTAX pays higher dividends than FACDX: FBTAX (3.05) 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. FBTAX annual gain was more profitable for investors over the last year : -8.80 vs. FACDX (-15.02). FACDX return over 5 years is better than : -10.12 vs. FBTAX (-11.60).
| 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 | -5.305 | -4.484 | 118% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.33B | 1.28B | 261% |
| Annual Yield % from dividends | 0.00 | 3.05 | - |
| Returns for 1 year | -15.02 | -8.80 | 171% |
| Returns for 3 years | -0.25 | 33.58 | -1% |
| Returns for 5 years | -10.12 | -11.60 | 87% |
| Returns for 10 years | 20.87 | -7.65 | -273% |