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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
Jul 25, 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 FPHAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. FPHAX (1.6B). FPHAX pays higher dividends than FBTAX: FPHAX (2.51) vs FBTAX (0.98). 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 : 65.47 vs. FPHAX (35.17). FBTAX return over 5 years is better than : 46.24 vs. FPHAX (43.00).
| 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 | 22.997 | 9.900 | 232% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.6B | 138% |
| Annual Yield % from dividends | 0.98 | 2.51 | 39% |
| Returns for 1 year | 65.47 | 35.17 | 186% |
| Returns for 3 years | 94.47 | 54.40 | 174% |
| Returns for 5 years | 46.24 | 43.00 | 108% |
| Returns for 10 years | 134.61 | 87.12 | 155% |
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