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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart
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FBIOX vs. FBTAX commentary
Jun 07, 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 Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 3.67B vs. FBTAX (1.28B). FBTAX pays higher dividends than FBIOX: FBTAX (3.05) vs FBIOX (1.30). FBIOX was incepted earlier than FBTAX: FBIOX (40 years) vs FBTAX (24 years). FBTAX (0.96) is less costly to investors than FBIOX (0.63). FBTAX is a more actively managed with annual turnover of: 73.00 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 : -3.37 vs. FBTAX (-8.80). FBTAX return over 5 years is better than : -11.60 vs. FBIOX (-18.16).
| 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 | 24 years | - |
| Gain YTD | -4.132 | -4.484 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 1.28B | 288% |
| Annual Yield % from dividends | 1.30 | 3.05 | 43% |
| Returns for 1 year | -3.37 | -8.80 | 38% |
| Returns for 3 years | 36.52 | 33.58 | 109% |
| Returns for 5 years | -18.16 | -11.60 | 157% |
| Returns for 10 years | -29.77 | -7.65 | 389% |