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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart
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FBIOX vs. FBTAX commentary
Nov 18, 2024
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 StrongSell and FBTAX is a Sell.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 4.89B vs. FBTAX (1.88B). 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. FBTAX (35.80) and FBIOX (34.09) have marching annual gain over last year. FBTAX return over 5 years is better than : 11.90 vs. FBIOX (-4.01).
| 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 | 10.352 | 9.473 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 1.88B | 260% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 34.09 | 35.80 | 95% |
| Returns for 3 years | -8.56 | -10.53 | 81% |
| Returns for 5 years | -4.01 | 11.90 | -34% |
| Returns for 10 years | -13.81 | 28.63 | -48% |
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