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FACTX vs FBTAX
FACTX vs FBTAX Comparison Chart
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FACTX vs. FBTAX commentary
Feb 23, 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: 4.19B vs. FBTAX (1.54B). FBTAX pays higher dividends than FACTX: FBTAX (1.02) vs FACTX (0.00). FACTX was incepted earlier than FBTAX: FACTX (28 years) vs FBTAX (24 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. FACTX (47.00). FACTX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -4.15 vs. FACTX (-10.18). FBTAX return over 5 years is better than : 1.03 vs. FACTX (-2.09).
| FACTX | FBTAX | FACTX / FBTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 4.756 | 1.801 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.19B | 1.54B | 273% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -10.18 | -4.15 | 246% |
| Returns for 3 years | 1.89 | 23.47 | 8% |
| Returns for 5 years | -2.09 | 1.03 | -203% |
| Returns for 10 years | 32.93 | 6.51 | 505% |
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