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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart
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FBIOX vs. FBTAX commentary
Apr 11, 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: 4B vs. FBTAX (1.39B). FBTAX pays higher dividends than FBIOX: FBTAX (2.97) vs FBIOX (1.23). FBIOX was incepted earlier than FBTAX: FBIOX (39 years) vs FBTAX (24 years). FBTAX (0.96) is less costly to investors than FBIOX (0.66). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FBIOX (52.00). FBIOX (0) and FBTAX (0) have matching initial minimum investment requirements. FBIOX annual gain was more profitable for investors over the last year : -13.91 vs. FBTAX (-23.65). FBTAX return over 5 years is better than : -11.38 vs. FBIOX (-13.67).
| FBIOX | FBTAX | FBIOX / FBTAX | |
| Total Expense Ratio | 0.66 | 0.96 | 69% |
| Annual Report Gross Expense Ratio | 0.66 | 0.96 | 69% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | -14.921 | -18.964 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4B | 1.39B | 288% |
| Annual Yield % from dividends | 1.23 | 2.97 | 41% |
| Returns for 1 year | -13.91 | -23.65 | 59% |
| Returns for 3 years | -1.53 | -11.29 | 14% |
| Returns for 5 years | -13.67 | -11.38 | 120% |
| Returns for 10 years | -36.53 | -20.65 | 177% |
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