Ad is loading...
FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBIOX vs. FBTAX commentary
May 12, 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: 3.9B vs. FBTAX (1.37B). FBTAX pays higher dividends than FBIOX: FBTAX (2.96) vs FBIOX (1.24). FBIOX was incepted earlier than FBTAX: FBIOX (39 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 : -7.70 vs. FBTAX (-15.89). FBTAX return over 5 years is better than : -13.30 vs. FBIOX (-21.00).
| FBIOX | FBTAX | FBIOX / FBTAX | |
| Total Expense Ratio | 0.63 | 0.96 | 66% |
| Annual Report Gross Expense Ratio | 0.63 | 0.96 | 66% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | -11.143 | -11.724 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 1.37B | 286% |
| Annual Yield % from dividends | 1.24 | 2.96 | 42% |
| Returns for 1 year | -7.70 | -15.89 | 48% |
| Returns for 3 years | 29.70 | 23.52 | 126% |
| Returns for 5 years | -21.00 | -13.30 | 158% |
| Returns for 10 years | -32.51 | -11.72 | 277% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GCEEX | 8.99 | 0.11 | +1.24% |
| Goldman Sachs Clean Energy Income R6 | |||
| CRLSX | 10.29 | 0.04 | +0.39% |
| Catholic Rspnsbl Invstmnts Intl Eq Ins | |||
| FMXSX | 7.22 | N/A | N/A |
| Federated Hermes Max-Cap Index Svc | |||
| JABLX | 51.05 | -0.04 | -0.08% |
| Janus Henderson VIT Balanced Instl | |||
| IMOWX | 23.74 | -0.11 | -0.46% |
| Voya MidCap Opportunities W | |||