Interact to see
Advertisement
Advertisement
FBTAX vs FRBRX
FBTAX vs FRBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. FRBRX commentary
Aug 17, 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 FRBRX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. FRBRX (757M). FBTAX pays higher dividends than FRBRX: FBTAX (2.74) vs FRBRX (0.00). FBTAX was incepted earlier than FRBRX: FBTAX (25 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 (21.87). 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 : -3.79 vs. FRBRX (-8.85). FBTAX return over 5 years is better than : 1.58 vs. FRBRX (-19.53).
| FBTAX | FRBRX | FBTAX / FRBRX | |
| Total Expense Ratio | 0.96 | 0.69 | 139% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 10.364 | 9.337 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 757M | 185% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -3.79 | -8.85 | 43% |
| Returns for 3 years | 22.33 | 22.07 | 101% |
| Returns for 5 years | 1.58 | -19.53 | -8% |
| Returns for 10 years | 4.97 | -27.50 | -18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement