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FACTX vs FBTAX
FACTX vs FBTAX Comparison Chart
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FACTX vs. FBTAX commentary
May 24, 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: 3.57B vs. FBTAX (1.37B). FBTAX pays higher dividends than FACTX: FBTAX (2.96) vs FACTX (0.00). FACTX was incepted earlier than FBTAX: FACTX (29 years) vs FBTAX (24 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 : -8.93 vs. FACTX (-17.03). FBTAX (-14.30) and FACTX (-14.52) have equivalent 5 years return.
| 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 | 24 years | - |
| Gain YTD | -7.894 | -7.938 | 99% |
| Front Load | 4% | 6% | 61% |
| 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 | -17.03 | -8.93 | 191% |
| Returns for 3 years | -4.77 | 27.06 | -18% |
| Returns for 5 years | -14.52 | -14.30 | 102% |
| Returns for 10 years | 11.02 | -9.98 | -110% |
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