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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison
Open Charts FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Jul 14, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 5.93B vs. FBTAX (2.2B). FBIOX pays higher dividends than FBTAX: FBIOX (1.46) vs FBTAX (0.98). FBIOX was incepted earlier than FBTAX: FBIOX (41 years) vs FBTAX (26 years). FBTAX (0.96) is less costly to investors than FBIOX (0.62). FBTAX is a more actively managed with annual turnover of: 51.00 vs. FBIOX (45.00). FBIOX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 72.16 vs. FBIOX (57.36). FBTAX return over 5 years is better than : 50.55 vs. FBIOX (38.31).
| FBIOX | FBTAX | FBIOX / FBTAX | |
| Total Expense Ratio | 0.62 | 0.96 | 65% |
| Annual Report Gross Expense Ratio | 0.62 | 0.96 | 65% |
| Fund Existence | 41 years | 26 years | - |
| Gain YTD | 16.116 | 24.145 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93B | 2.2B | 269% |
| Annual Yield % from dividends | 1.46 | 0.98 | 149% |
| Returns for 1 year | 57.36 | 72.16 | 79% |
| Returns for 3 years | 80.59 | 97.08 | 83% |
| Returns for 5 years | 38.31 | 50.55 | 76% |
| Returns for 10 years | 71.35 | 143.82 | 50% |
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