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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison
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FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Jun 16, 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 StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 5.27B vs. FBTAX (1.9B). FBIOX pays higher dividends than FBTAX: FBIOX (1.64) vs FBTAX (1.13). FBIOX was incepted earlier than FBTAX: FBIOX (41 years) vs FBTAX (25 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 : 49.42 vs. FBIOX (40.44). FBTAX return over 5 years is better than : 25.43 vs. FBIOX (18.56).
| 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 | 25 years | - |
| Gain YTD | 0.995 | 4.594 | 22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 1.9B | 277% |
| Annual Yield % from dividends | 1.64 | 1.13 | 145% |
| Returns for 1 year | 40.44 | 49.42 | 82% |
| Returns for 3 years | 53.50 | 61.74 | 87% |
| Returns for 5 years | 18.56 | 25.43 | 73% |
| Returns for 10 years | 56.26 | 115.00 | 49% |
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