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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Sep 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: 4.23B vs. FBTAX (1.46B). FBTAX pays higher dividends than FBIOX: FBTAX (2.59) vs FBIOX (1.11). 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: 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 : 1.67 vs. FBTAX (-3.83). FBTAX return over 5 years is better than : 6.91 vs. FBIOX (-4.54).
| 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 | 10.686 | 12.863 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 1.46B | 289% |
| Annual Yield % from dividends | 1.11 | 2.59 | 43% |
| Returns for 1 year | 1.67 | -3.83 | -44% |
| Returns for 3 years | 37.19 | 35.90 | 104% |
| Returns for 5 years | -4.54 | 6.91 | -66% |
| Returns for 10 years | -16.96 | 10.51 | -161% |
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