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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart
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FBIOX vs. FBTAX commentary
Feb 23, 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: 4.3B vs. FBTAX (1.54B). 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 : 8.24 vs. FBTAX (-4.28). FBTAX return over 5 years is better than : 0.89 vs. FBIOX (-10.38).
| 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 | 6.402 | 1.654 | 387% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3B | 1.54B | 280% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 8.24 | -4.28 | -192% |
| Returns for 3 years | 30.70 | 23.29 | 132% |
| Returns for 5 years | -10.38 | 0.89 | -1,173% |
| Returns for 10 years | -16.48 | 6.36 | -259% |
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