FAXDX
Price
$16.96
Change
+$0.11 (+0.65%)
Updated
Jun 12 closing price
Net Assets
659.62M
FBMTX
Price
$21.99
Change
+$0.08 (+0.37%)
Updated
Jun 12 closing price
Net Assets
7.38B
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FAXDX vs FBMTX

Header iconFAXDX vs FBMTX Comparison
Open Charts FAXDX vs FBMTXBanner chart's image
FAXDX vs FBMTX Comparison Chart in %
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FAXDX vs. FBMTX commentary
Jun 15, 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 FAXDX is a Hold and FBMTX is a Hold.

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FUNDAMENTALS
Fundamentals
FBMTX has more cash in the bank: 7.38B vs. FAXDX (660M). FAXDX pays higher dividends than FBMTX: FAXDX (0.77) vs FBMTX (0.68). FAXDX was incepted earlier than FBMTX: FAXDX (7 years) vs FBMTX (6 years). FAXDX (1.47) is less costly to investors than FBMTX (0.47). FAXDX is a more actively managed with annual turnover of: 16.00 vs. FBMTX (5.00). FAXDX has a lower initial minimum investment than FBMTX: FAXDX (0) vs FBMTX (250). FAXDX annual gain was more profitable for investors over the last year : 23.33 vs. FBMTX (17.53). FBMTX return over 5 years is better than : 41.24 vs. FAXDX (35.36).
FAXDXFBMTXFAXDX / FBMTX
Total Expense Ratio1.470.47313%
Annual Report Gross Expense Ratio1.470.47313%
Fund Existence7 years6 years-
Gain YTD10.2019.132112%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets660M7.38B9%
Annual Yield % from dividends0.770.68114%
Returns for 1 year23.3317.53133%
Returns for 3 years56.8755.96102%
Returns for 5 years35.3641.2486%
Returns for 10 yearsN/AN/A-
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