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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison
Open Charts FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Sep 13, 2026
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: 2.43B vs. FBTDX (1.2B). FBTDX pays higher dividends than FBTAX: FBTDX (1.35) vs FBTAX (0.91). FBTAX was incepted earlier than FBTDX: FBTAX (26 years) vs FBTDX (13 years). FBTDX (1.77) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. FBTDX (37.62). 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 : 53.71 vs. FBTDX (39.29). FBTAX return over 5 years is better than : 46.13 vs. FBTDX (18.25).
| FBTAX | FBTDX | FBTAX / FBTDX | |
| Total Expense Ratio | 0.96 | 1.76 | 55% |
| Annual Report Gross Expense Ratio | 0.96 | 1.77 | 54% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 28.259 | 17.920 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 1.2B | 203% |
| Annual Yield % from dividends | 0.91 | 1.35 | 67% |
| Returns for 1 year | 53.71 | 39.29 | 137% |
| Returns for 3 years | 104.68 | 70.06 | 149% |
| Returns for 5 years | 46.13 | 18.25 | 253% |
| Returns for 10 years | 141.86 | 30.06 | 472% |
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