Ad is loading...
FACDX vs FBTAX
FACDX vs FBTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FACDX vs. FBTAX commentary
May 13, 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: 3.57B vs. FBTAX (1.37B). FBTAX pays higher dividends than FACDX: FBTAX (2.96) 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 (-14.54) and FBTAX (-14.84) have marching annual gain over last year. FACDX return over 5 years is better than : -7.75 vs. FBTAX (-15.59).
| 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 | -5.700 | -11.724 | 49% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 1.37B | 261% |
| Annual Yield % from dividends | 0.00 | 2.96 | - |
| Returns for 1 year | -14.54 | -14.84 | 98% |
| Returns for 3 years | 0.67 | 21.30 | 3% |
| Returns for 5 years | -7.75 | -15.59 | 50% |
| Returns for 10 years | 20.39 | -12.09 | -169% |
View a ticker or compare two or three
VS
VS
Ad is loading...