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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Jun 27, 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 FBTDX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. FBTDX (690M). FBTAX pays higher dividends than FBTDX: FBTAX (3.05) vs FBTDX (0.00). FBTAX was incepted earlier than FBTDX: FBTAX (25 years) vs FBTDX (11 years). FBTDX (1.81) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FBTDX (35.87). FBTAX has a lower initial minimum investment than FBTDX: FBTAX (0) vs FBTDX (1000). FBTAX annual gain was more profitable for investors over the last year : -8.97 vs. FBTDX (-17.36). FBTAX return over 5 years is better than : -13.91 vs. FBTDX (-35.06).
| FBTAX | FBTDX | FBTAX / FBTDX | |
| Total Expense Ratio | 0.96 | 1.80 | 53% |
| Annual Report Gross Expense Ratio | 0.96 | 1.81 | 53% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | -3.418 | -3.782 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 690M | 185% |
| Annual Yield % from dividends | 3.05 | 0.00 | - |
| Returns for 1 year | -8.97 | -17.36 | 52% |
| Returns for 3 years | 24.05 | 12.21 | 197% |
| Returns for 5 years | -13.91 | -35.06 | 40% |
| Returns for 10 years | -6.87 | -45.90 | 15% |
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