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FACTX vs FBTAX
FACTX vs FBTAX Comparison Chart in %
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FACTX vs. FBTAX commentary
Aug 08, 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 FACTX is a Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FACTX has more cash in the bank: 3.23B vs. FBTAX (1.4B). FBTAX pays higher dividends than FACTX: FBTAX (2.74) vs FACTX (0.00). FACTX was incepted earlier than FBTAX: FACTX (29 years) vs FBTAX (25 years). FACTX (1.18) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FACTX (37.00). FBTAX initial investment is less costly to investors than FACTX (4%) vs FACTX (4%). FACTX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -3.57 vs. FACTX (-16.26). FBTAX return over 5 years is better than : -4.65 vs. FACTX (-17.83).
| FACTX | FBTAX | FACTX / FBTAX | |
| Total Expense Ratio | 1.18 | 0.96 | 123% |
| Annual Report Gross Expense Ratio | 1.18 | 0.96 | 123% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -5.616 | 4.998 | -112% |
| Front Load | 4% | 6% | 61% |
| 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 | -16.26 | -3.57 | 455% |
| Returns for 3 years | -12.78 | 17.81 | -72% |
| Returns for 5 years | -17.83 | -4.65 | 383% |
| Returns for 10 years | 12.90 | -1.16 | -1,113% |
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