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FBDIX vs FBTAX
FBDIX vs FBTAX Comparison Chart
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FBDIX vs. FBTAX commentary
Nov 18, 2024
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 FBDIX is a StrongSell and FBTAX is a Sell.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.88B vs. FBDIX (845M). FBTAX pays higher dividends than FBDIX: FBTAX (1.02) vs FBDIX (0.00). FBDIX was incepted earlier than FBTAX: FBDIX (27 years) vs FBTAX (24 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. FBDIX (24.08). FBTAX has a lower initial minimum investment than FBDIX: FBTAX (0) vs FBDIX (1000). FBTAX annual gain was more profitable for investors over the last year : 35.80 vs. FBDIX (33.64). FBTAX return over 5 years is better than : 11.90 vs. FBDIX (-8.13).
| FBDIX | FBTAX | FBDIX / FBTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 7.642 | 9.473 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 1.88B | 45% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 33.64 | 35.80 | 94% |
| Returns for 3 years | -5.06 | -10.53 | 48% |
| Returns for 5 years | -8.13 | 11.90 | -68% |
| Returns for 10 years | -17.31 | 28.63 | -60% |
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