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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
Jun 04, 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: 1.9B vs. FBTDX (1.04B). FBTDX pays higher dividends than FBTAX: FBTDX (1.51) vs FBTAX (1.13). 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). FBTDX annual gain was more profitable for investors over the last year : 53.42 vs. FBTAX (50.10). FBTAX return over 5 years is better than : 29.40 vs. FBTDX (10.17).
| 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 | 2.297 | 5.241 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 1.04B | 183% |
| Annual Yield % from dividends | 1.13 | 1.51 | 75% |
| Returns for 1 year | 50.10 | 53.42 | 94% |
| Returns for 3 years | 59.94 | 54.22 | 111% |
| Returns for 5 years | 29.40 | 10.17 | 289% |
| Returns for 10 years | 91.09 | 18.16 | 502% |
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