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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
Jul 14, 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 StrongBuy and FBTDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. FBTDX (1.19B). FBTDX pays higher dividends than FBTAX: FBTDX (1.38) vs FBTAX (0.98). 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 (72.16) and FBTDX (68.87) have marching annual gain over last year. FBTAX return over 5 years is better than : 50.55 vs. FBTDX (22.18).
| 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 | 24.145 | 20.490 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.19B | 185% |
| Annual Yield % from dividends | 0.98 | 1.38 | 71% |
| Returns for 1 year | 72.16 | 68.87 | 105% |
| Returns for 3 years | 97.08 | 77.85 | 125% |
| Returns for 5 years | 50.55 | 22.18 | 228% |
| Returns for 10 years | 143.82 | 40.43 | 356% |
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