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FBTAX vs FBTCX
FBTAX vs FBTCX Comparison Chart in %
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FBTAX vs. FBTCX commentary
Jul 03, 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 FBTAX is a Buy and FBTCX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX (1.3B) and FBTCX (1.3B) have equal amount of cash in the bank . FBTAX (2.95) and FBTCX (2.88) have matching dividends . FBTAX was incepted earlier than FBTCX: FBTAX (25 years) vs FBTCX (25 years). FBTCX (1.71) is less costly to investors than FBTAX (0.96). FBTAX (73.00) and FBTCX (73.00) have comparable annual turnover. FBTAX (0) and FBTCX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -8.37 vs. FBTCX (-9.83). FBTAX return over 5 years is better than : -15.61 vs. FBTCX (-23.85).
| FBTAX | FBTCX | FBTAX / FBTCX | |
| Total Expense Ratio | 0.96 | 1.71 | 56% |
| Annual Report Gross Expense Ratio | 0.96 | 1.71 | 56% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -3.344 | -3.702 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.3B | 100% |
| Annual Yield % from dividends | 2.95 | 2.88 | 102% |
| Returns for 1 year | -8.37 | -9.83 | 85% |
| Returns for 3 years | 25.97 | 22.07 | 118% |
| Returns for 5 years | -15.61 | -23.85 | 65% |
| Returns for 10 years | -9.37 | -22.58 | 42% |
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