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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Nov 20, 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: 4.84B vs. FBTAX (1.74B). FBTAX pays higher dividends than FBIOX: FBTAX (2.16) vs FBIOX (0.95). 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. FBTAX annual gain was more profitable for investors over the last year : 31.98 vs. FBIOX (28.63). FBTAX return over 5 years is better than : 18.88 vs. FBIOX (-2.28).
| 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 | 33.152 | 40.831 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 1.74B | 278% |
| Annual Yield % from dividends | 0.95 | 2.16 | 44% |
| Returns for 1 year | 28.63 | 31.98 | 90% |
| Returns for 3 years | 59.98 | 63.86 | 94% |
| Returns for 5 years | -2.28 | 18.88 | -12% |
| Returns for 10 years | 6.68 | 56.54 | 12% |
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