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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Oct 17, 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: 1.61B vs. FBTDX (902M). FBTAX pays higher dividends than FBTDX: FBTAX (2.34) 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 : 6.42 vs. FBTDX (3.06). FBTAX return over 5 years is better than : 12.60 vs. FBTDX (-16.92).
| 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 | 31.018 | 31.299 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 902M | 178% |
| Annual Yield % from dividends | 2.34 | 0.00 | - |
| Returns for 1 year | 6.42 | 3.06 | 210% |
| Returns for 3 years | 55.05 | 49.74 | 111% |
| Returns for 5 years | 12.60 | -16.92 | -74% |
| Returns for 10 years | 53.08 | -13.54 | -392% |
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