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FBTAX vs FRBRX
FBTAX vs FRBRX Comparison Chart
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FBTAX vs. FRBRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.56B vs. FRBRX (773M). FBTAX pays higher dividends than FRBRX: FBTAX (1.02) vs FRBRX (0.00). FBTAX was incepted earlier than FRBRX: FBTAX (24 years) vs FRBRX (12 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. FRBRX (24.08). 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 : -4.17 vs. FRBRX (-6.34). FBTAX return over 5 years is better than : -3.57 vs. FRBRX (-19.40).
| FBTAX | FRBRX | FBTAX / FRBRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -4.116 | -1.539 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 773M | 201% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -4.17 | -6.34 | 66% |
| Returns for 3 years | 14.00 | 9.25 | 151% |
| Returns for 5 years | -3.57 | -19.40 | 18% |
| Returns for 10 years | 4.14 | -28.13 | -15% |