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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. FBTDX (695M). FBTAX pays higher dividends than FBTDX: FBTAX (2.95) 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 (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 : -10.35 vs. FBTDX (-19.81). FBTAX return over 5 years is better than : -12.30 vs. FBTDX (-37.47).
| 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 | 0.662 | -1.712 | -39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 695M | 186% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -10.35 | -19.81 | 52% |
| Returns for 3 years | 29.05 | 13.54 | 214% |
| Returns for 5 years | -12.30 | -37.47 | 33% |
| Returns for 10 years | -7.94 | -46.84 | 17% |
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