Interact to see
Advertisement
Advertisement
FACTX vs FBTAX
FACTX vs FBTAX Comparison
Open Charts FACTX vs FBTAX
FACTX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FACTX vs. FBTAX commentary
Sep 12, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FACTX has more cash in the bank: 3.34B vs. FBTAX (2.43B). FBTAX pays higher dividends than FACTX: FBTAX (0.91) vs FACTX (0.00). FACTX was incepted earlier than FBTAX: FACTX (30 years) vs FBTAX (26 years). FACTX (1.18) is less costly to investors than FBTAX (0.96). FACTX (52.00) and FBTAX (51.00) have comparable annual turnover. 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 : 53.71 vs. FACTX (10.87). FBTAX return over 5 years is better than : 46.13 vs. FACTX (-13.37).
| FACTX | FBTAX | FACTX / FBTAX | |
| Total Expense Ratio | 1.18 | 0.96 | 123% |
| Annual Report Gross Expense Ratio | 1.18 | 0.96 | 123% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 14.197 | 28.259 | 50% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.34B | 2.43B | 138% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | 10.87 | 53.71 | 20% |
| Returns for 3 years | 7.71 | 104.68 | 7% |
| Returns for 5 years | -13.37 | 46.13 | -29% |
| Returns for 10 years | 62.37 | 141.86 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NLSI | 58.20 | 0.95 | +1.65% |
| NEOS Long/Short Equity Income ETF | |||
| TFPN | 30.28 | 0.09 | +0.31% |
| Blueprint Chesapeake Multi-Asst Trnd ETF | |||
| SIL | 96.36 | 0.16 | +0.17% |
| Global X Silver Miners ETF | |||
| LQDH | 92.47 | 0.09 | +0.10% |
| iShares Interest Rate Hedged Corp Bd ETF | |||
| VBCF | 73.31 | -0.15 | -0.21% |
| Vanguard Target Maturity 2032 Corp BdETF | |||