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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Nov 20, 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 Hold and FBTDX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. FBTDX (1B). FBTAX pays higher dividends than FBTDX: FBTAX (2.16) vs FBTDX (0.00). FBTAX was incepted earlier than FBTDX: FBTAX (25 years) vs FBTDX (12 years). FBTDX (1.78) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 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 : 31.98 vs. FBTDX (28.47). FBTAX return over 5 years is better than : 18.88 vs. FBTDX (-7.83).
| FBTAX | FBTDX | FBTAX / FBTDX | |
| Total Expense Ratio | 0.96 | 1.77 | 54% |
| Annual Report Gross Expense Ratio | 0.96 | 1.78 | 54% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 40.831 | 46.218 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1B | 174% |
| Annual Yield % from dividends | 2.16 | 0.00 | - |
| Returns for 1 year | 31.98 | 28.47 | 112% |
| Returns for 3 years | 63.86 | 60.48 | 106% |
| Returns for 5 years | 18.88 | -7.83 | -241% |
| Returns for 10 years | 56.54 | -7.10 | -796% |
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