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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart
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FBIOX vs. FBTAX commentary
Jan 19, 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 StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 4.25B vs. FBTAX (1.56B). FBTAX pays higher dividends than FBIOX: FBTAX (1.02) vs FBIOX (0.41). FBIOX was incepted earlier than FBTAX: FBIOX (39 years) vs FBTAX (24 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. FBIOX (51.00). FBIOX (0) and FBTAX (0) have matching initial minimum investment requirements. FBIOX annual gain was more profitable for investors over the last year : 3.79 vs. FBTAX (-4.17). FBTAX return over 5 years is better than : -3.57 vs. FBIOX (-16.39).
| FBIOX | FBTAX | FBIOX / FBTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | -2.804 | -4.116 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.25B | 1.56B | 273% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 3.79 | -4.17 | -91% |
| Returns for 3 years | 14.77 | 14.00 | 106% |
| Returns for 5 years | -16.39 | -3.57 | 459% |
| Returns for 10 years | -20.43 | 4.14 | -493% |
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