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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
Aug 14, 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 Buy and FPHAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. FPHAX (1.57B). FPHAX pays higher dividends than FBTAX: FPHAX (2.59) vs FBTAX (0.99). 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 : 63.95 vs. FPHAX (45.12). FBTAX return over 5 years is better than : 52.03 vs. FPHAX (41.85).
| 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 | 28.446 | 10.644 | 267% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.57B | 140% |
| Annual Yield % from dividends | 0.99 | 2.59 | 38% |
| Returns for 1 year | 63.95 | 45.12 | 142% |
| Returns for 3 years | 104.97 | 50.19 | 209% |
| Returns for 5 years | 52.03 | 41.85 | 124% |
| Returns for 10 years | 134.09 | 86.41 | 155% |
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