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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Sep 05, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. FBTDX (785M). FBTAX pays higher dividends than FBTDX: FBTAX (2.59) vs FBTDX (0.00). FBTAX was incepted earlier than FBTDX: FBTAX (25 years) vs FBTDX (12 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 (21.87). 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 : -4.84 vs. FBTDX (-8.35). FBTAX return over 5 years is better than : 6.08 vs. FBTDX (-20.45).
| 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 | 12 years | - |
| Gain YTD | 11.981 | 13.151 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 785M | 186% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | -4.84 | -8.35 | 58% |
| Returns for 3 years | 32.41 | 30.19 | 107% |
| Returns for 5 years | 6.08 | -20.45 | -30% |
| Returns for 10 years | 14.23 | -31.56 | -45% |
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