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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Aug 10, 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: 4.04B vs. FBTAX (1.4B). FBTAX pays higher dividends than FBIOX: FBTAX (2.74) vs FBIOX (1.17). 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 : -2.15 vs. FBTAX (-6.57). FBTAX return over 5 years is better than : -5.28 vs. FBIOX (-15.50).
| 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 | 2.931 | 4.300 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 1.4B | 289% |
| Annual Yield % from dividends | 1.17 | 2.74 | 43% |
| Returns for 1 year | -2.15 | -6.57 | 33% |
| Returns for 3 years | 18.35 | 18.58 | 99% |
| Returns for 5 years | -15.50 | -5.28 | 293% |
| Returns for 10 years | -24.81 | -0.57 | 4,355% |
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