Interact to see
Advertisement
Advertisement
FBIOX vs FBTAX
FBIOX vs FBTAX Comparison
Open Charts FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBIOX vs. FBTAX commentary
Aug 24, 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 Hold.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 5.8B vs. FBTAX (2.2B). FBIOX pays higher dividends than FBTAX: FBIOX (1.50) vs FBTAX (0.99). 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 : 70.51 vs. FBIOX (51.84). FBTAX return over 5 years is better than : 59.32 vs. FBIOX (43.35).
| 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 | 21.727 | 34.802 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 2.2B | 263% |
| Annual Yield % from dividends | 1.50 | 0.99 | 153% |
| Returns for 1 year | 51.84 | 70.51 | 74% |
| Returns for 3 years | 95.37 | 116.70 | 82% |
| Returns for 5 years | 43.35 | 59.32 | 73% |
| Returns for 10 years | 65.17 | 143.78 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement