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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
Aug 23, 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: 2.2B vs. FBTDX (1.26B). FBTDX pays higher dividends than FBTAX: FBTDX (1.40) vs FBTAX (0.99). FBTAX was incepted earlier than FBTDX: FBTAX (26 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 : 70.51 vs. FBTDX (59.05). FBTAX return over 5 years is better than : 59.32 vs. FBTDX (32.98).
| FBTAX | FBTDX | FBTAX / FBTDX | |
| Total Expense Ratio | 0.96 | 1.77 | 54% |
| Annual Report Gross Expense Ratio | 0.96 | 1.78 | 54% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 34.802 | 26.164 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.26B | 175% |
| Annual Yield % from dividends | 0.99 | 1.40 | 70% |
| Returns for 1 year | 70.51 | 59.05 | 119% |
| Returns for 3 years | 116.70 | 83.59 | 140% |
| Returns for 5 years | 59.32 | 32.98 | 180% |
| Returns for 10 years | 143.78 | 35.40 | 406% |
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