Ad is loading...
FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. FBTDX commentary
Apr 04, 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: 1.39B vs. FBTDX (706M). FBTAX pays higher dividends than FBTDX: FBTAX (2.97) vs FBTDX (0.00). FBTAX was incepted earlier than FBTDX: FBTAX (24 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 : -14.82 vs. FBTDX (-20.72). FBTAX return over 5 years is better than : 8.20 vs. FBTDX (-18.56).
| FBTAX | FBTDX | FBTAX / FBTDX | |
| Total Expense Ratio | 0.96 | 1.80 | 53% |
| Annual Report Gross Expense Ratio | 0.96 | 1.81 | 53% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -8.196 | -8.145 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 706M | 197% |
| Annual Yield % from dividends | 2.97 | 0.00 | - |
| Returns for 1 year | -14.82 | -20.72 | 72% |
| Returns for 3 years | 2.28 | -5.96 | -38% |
| Returns for 5 years | 8.20 | -18.56 | -44% |
| Returns for 10 years | -6.65 | -46.80 | 14% |