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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart
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VS
FBTAX vs. FBTDX commentary
Jan 23, 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: 1.56B vs. FBTDX (791M). FBTAX pays higher dividends than FBTDX: FBTAX (1.02) vs FBTDX (0.00). FBTAX was incepted earlier than FBTDX: FBTAX (24 years) vs FBTDX (11 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. FBTDX (24.08). 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 : -4.06 vs. FBTDX (-8.54). FBTAX return over 5 years is better than : 1.92 vs. FBTDX (-23.32).
| FBTAX | FBTDX | FBTAX / FBTDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -2.058 | 0.690 | -298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 791M | 197% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -4.06 | -8.54 | 48% |
| Returns for 3 years | 20.54 | 9.55 | 215% |
| Returns for 5 years | 1.92 | -23.32 | -8% |
| Returns for 10 years | 6.54 | -37.60 | -17% |