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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Oct 28, 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 FBIOX is a Hold and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 4.54B vs. FBTAX (1.61B). FBTAX pays higher dividends than FBIOX: FBTAX (2.34) vs FBIOX (1.02). FBIOX was incepted earlier than FBTAX: FBIOX (40 years) vs FBTAX (25 years). FBTAX (0.96) is less costly to investors than FBIOX (0.63). FBTAX is a more actively managed with annual turnover of: 51.00 vs. FBIOX (38.00). FBIOX (0) and FBTAX (0) have matching initial minimum investment requirements. FBIOX annual gain was more profitable for investors over the last year : 10.22 vs. FBTAX (6.37). FBTAX return over 5 years is better than : 14.00 vs. FBIOX (-2.96).
| FBIOX | FBTAX | FBIOX / FBTAX | |
| Total Expense Ratio | 0.63 | 0.96 | 66% |
| Annual Report Gross Expense Ratio | 0.63 | 0.96 | 66% |
| Fund Existence | 40 years | 25 years | - |
| Gain YTD | 23.751 | 28.335 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 1.61B | 282% |
| Annual Yield % from dividends | 1.02 | 2.34 | 44% |
| Returns for 1 year | 10.22 | 6.37 | 160% |
| Returns for 3 years | 50.10 | 50.00 | 100% |
| Returns for 5 years | -2.96 | 14.00 | -21% |
| Returns for 10 years | 3.21 | 46.76 | 7% |
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