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FBDIX vs FBTAX
FBDIX vs FBTAX Comparison
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FBDIX vs FBTAX Comparison Chart in %
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FBDIX vs. FBTAX commentary
Jun 24, 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 FBDIX is a Hold and FBTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. FBDIX (1.08B). FBDIX pays higher dividends than FBTAX: FBDIX (1.81) vs FBTAX (1.13). FBDIX was incepted earlier than FBTAX: FBDIX (29 years) vs FBTAX (26 years). FBDIX (1.03) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. FBDIX (21.87). FBTAX (6%) and FBDIX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than FBDIX: FBTAX (0) vs FBDIX (1000). FBDIX (57.00) and FBTAX (55.47) have marching annual gain over last year. FBTAX return over 5 years is better than : 27.26 vs. FBDIX (12.77).
| FBDIX | FBTAX | FBDIX / FBTAX | |
| Total Expense Ratio | 1.02 | 0.96 | 106% |
| Annual Report Gross Expense Ratio | 1.03 | 0.96 | 107% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 6.812 | 6.571 | 104% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 1.9B | 57% |
| Annual Yield % from dividends | 1.81 | 1.13 | 160% |
| Returns for 1 year | 57.00 | 55.47 | 103% |
| Returns for 3 years | 62.03 | 67.09 | 92% |
| Returns for 5 years | 12.77 | 27.26 | 47% |
| Returns for 10 years | 50.89 | 127.66 | 40% |
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