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FBTAX vs FPHAX
FBTAX vs FPHAX Comparison
Open Charts FBTAX vs FPHAX
FBTAX vs FPHAX Comparison Chart in %
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FBTAX vs. FPHAX commentary
Sep 05, 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 FPHAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.43B vs. FPHAX (1.63B). FPHAX pays higher dividends than FBTAX: FPHAX (2.50) vs FBTAX (0.91). FBTAX was incepted earlier than FPHAX: FBTAX (26 years) vs FPHAX (25 years). FBTAX (0.96) is less costly to investors than FPHAX (0.67). FPHAX is a more actively managed with annual turnover of: 77.00 vs. FBTAX (51.00). FBTAX (0) and FPHAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 64.39 vs. FPHAX (42.52). FBTAX (47.46) and FPHAX (45.56) have equivalent 5 years return.
| FBTAX | FPHAX | FBTAX / FPHAX | |
| Total Expense Ratio | 0.96 | 0.67 | 143% |
| Annual Report Gross Expense Ratio | 0.96 | 0.67 | 143% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 33.307 | 14.979 | 222% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 1.63B | 149% |
| Annual Yield % from dividends | 0.91 | 2.50 | 36% |
| Returns for 1 year | 64.39 | 42.52 | 151% |
| Returns for 3 years | 114.12 | 54.27 | 210% |
| Returns for 5 years | 47.46 | 45.56 | 104% |
| Returns for 10 years | 150.54 | 102.10 | 147% |
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