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FBTAX vs FBTIX
FBTAX vs FBTIX Comparison Chart
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FBTAX vs. FBTIX commentary
Apr 25, 2025
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 Buy and FBTIX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX (1.39B) and FBTIX (1.39B) have equal amount of cash in the bank . FBTAX (2.97) and FBTIX (2.94) have matching dividends . FBTAX was incepted earlier than FBTIX: FBTAX (24 years) vs FBTIX (24 years). FBTAX (0.96) is less costly to investors than FBTIX (0.71). FBTAX (73.00) and FBTIX (73.00) have comparable annual turnover. FBTAX (0) and FBTIX (0) have matching initial minimum investment requirements. FBTIX (-9.80) and FBTAX (-10.26) have marching annual gain over last year. FBTIX return over 5 years is better than : -7.41 vs. FBTAX (-10.50).
| FBTAX | FBTIX | FBTAX / FBTIX | |
| Total Expense Ratio | 0.96 | 0.71 | 135% |
| Annual Report Gross Expense Ratio | 0.96 | 0.71 | 135% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -9.408 | -9.304 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.39B | 100% |
| Annual Yield % from dividends | 2.97 | 2.94 | 101% |
| Returns for 1 year | -10.26 | -9.80 | 105% |
| Returns for 3 years | 8.25 | 9.42 | 88% |
| Returns for 5 years | -10.50 | -7.41 | 142% |
| Returns for 10 years | -8.79 | -3.85 | 228% |