Interact to see
Advertisement
Advertisement
FBTAX vs FBTIX
FBTAX vs FBTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. FBTIX commentary
Aug 10, 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 (1.4B) and FBTIX (1.4B) have equal amount of cash in the bank . FBTAX (2.74) and FBTIX (2.70) have matching dividends . FBTAX was incepted earlier than FBTIX: FBTAX (25 years) vs FBTIX (25 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 annual gain was more profitable for investors over the last year : -6.07 vs. FBTAX (-6.57). FBTIX return over 5 years is better than : -2.03 vs. FBTAX (-5.28).
| FBTAX | FBTIX | FBTAX / FBTIX | |
| Total Expense Ratio | 0.96 | 0.71 | 135% |
| Annual Report Gross Expense Ratio | 0.96 | 0.71 | 135% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 4.300 | 4.485 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 1.4B | 100% |
| Annual Yield % from dividends | 2.74 | 2.70 | 101% |
| Returns for 1 year | -6.57 | -6.07 | 108% |
| Returns for 3 years | 18.58 | 19.83 | 94% |
| Returns for 5 years | -5.28 | -2.03 | 260% |
| Returns for 10 years | -0.57 | 4.83 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| STOCK / NAME | Price $ | Chg $ | Chg % |
| LFGP | 14.30 | 0.47 | +3.40% |
| Ledyard Financial Group, Inc. | |||
| NWHUF | 3.49 | N/A | +0.09% |
| Northwest Healthcare Properties Real Estate Investment | |||
| AITVF | 0.03 | N/A | N/A |
| Asian Television Network International, Ltd. | |||
| BSDGY | 27.88 | N/A | N/A |
| Bosideng International Holdings Ltd. | |||
| CHHQY | 25.74 | N/A | N/A |
| China Hongqiao Group Limited | |||