Ad is loading...
FACTX vs FBTAX
FACTX vs FBTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FACTX vs. FBTAX commentary
Apr 25, 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 Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FACTX has more cash in the bank: 3.74B vs. FBTAX (1.39B). FBTAX pays higher dividends than FACTX: FBTAX (2.97) 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 : -12.46 vs. FACTX (-15.73). FACTX return over 5 years is better than : -10.47 vs. FBTAX (-11.77).
| 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 | -6.355 | -10.695 | 59% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 1.39B | 269% |
| Annual Yield % from dividends | 0.00 | 2.97 | - |
| Returns for 1 year | -15.73 | -12.46 | 126% |
| Returns for 3 years | -10.49 | 8.17 | -128% |
| Returns for 5 years | -10.47 | -11.77 | 89% |
| Returns for 10 years | 11.32 | -13.94 | -81% |