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FBDIX vs FBTAX
FBDIX vs FBTAX Comparison Chart
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FBDIX vs. FBTAX commentary
Jan 31, 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 FBDIX is a StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.56B vs. FBDIX (801M). 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 : -2.60 vs. FBDIX (-7.39). FBTAX return over 5 years is better than : 7.41 vs. FBDIX (-13.70).
| 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 | 2.442 | -0.772 | -316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 801M | 1.56B | 52% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -7.39 | -2.60 | 284% |
| Returns for 3 years | 11.43 | 18.57 | 62% |
| Returns for 5 years | -13.70 | 7.41 | -185% |
| Returns for 10 years | -29.02 | 9.06 | -320% |