Ad is loading...
FBTAX vs FRBRX
FBTAX vs FRBRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. FRBRX commentary
Apr 11, 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 Hold and FRBRX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. FRBRX (616M). FBTAX pays higher dividends than FRBRX: FBTAX (2.97) vs FRBRX (0.00). FBTAX was incepted earlier than FRBRX: FBTAX (24 years) vs FRBRX (12 years). FBTAX (0.96) is less costly to investors than FRBRX (0.77). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FRBRX (35.87). FBTAX has a lower initial minimum investment than FRBRX: FBTAX (0) vs FRBRX (1000000). FBTAX annual gain was more profitable for investors over the last year : -23.65 vs. FRBRX (-27.28). FBTAX return over 5 years is better than : -11.38 vs. FRBRX (-26.16).
| FBTAX | FRBRX | FBTAX / FRBRX | |
| Total Expense Ratio | 0.96 | 0.69 | 139% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -18.964 | -17.460 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 616M | 226% |
| Annual Yield % from dividends | 2.97 | 0.00 | - |
| Returns for 1 year | -23.65 | -27.28 | 87% |
| Returns for 3 years | -11.29 | -13.72 | 82% |
| Returns for 5 years | -11.38 | -26.16 | 43% |
| Returns for 10 years | -20.65 | -45.78 | 45% |