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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 03, 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 (1.15B). 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 : 61.82 vs. FBTDX (55.29). FBTAX return over 5 years is better than : 46.45 vs. FBTDX (20.88).
| 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 | 20.620 | 16.516 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.15B | 191% |
| Annual Yield % from dividends | 0.99 | 1.40 | 70% |
| Returns for 1 year | 61.82 | 55.29 | 112% |
| Returns for 3 years | 89.19 | 68.47 | 130% |
| Returns for 5 years | 46.45 | 20.88 | 222% |
| Returns for 10 years | 121.05 | 27.56 | 439% |
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