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FBTAX vs FRBRX
FBTAX vs FRBRX Comparison
Open Charts FBTAX vs FRBRX
FBTAX vs FRBRX Comparison Chart in %
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FBTAX vs. FRBRX commentary
Jun 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 FRBRX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. FRBRX (1.03B). FRBRX pays higher dividends than FBTAX: FRBRX (1.91) vs FBTAX (1.13). FBTAX was incepted earlier than FRBRX: FBTAX (25 years) vs FRBRX (13 years). FBTAX (0.96) is less costly to investors than FRBRX (0.77). FBTAX is a more actively managed with annual turnover of: 51.00 vs. FRBRX (21.87). FBTAX has a lower initial minimum investment than FRBRX: FBTAX (0) vs FRBRX (1000000). FRBRX (50.37) and FBTAX (48.47) have marching annual gain over last year. FBTAX return over 5 years is better than : 23.67 vs. FRBRX (11.25).
| FBTAX | FRBRX | FBTAX / FRBRX | |
| Total Expense Ratio | 0.96 | 0.67 | 143% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 4.594 | 4.965 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 1.03B | 185% |
| Annual Yield % from dividends | 1.13 | 1.91 | 59% |
| Returns for 1 year | 48.47 | 50.37 | 96% |
| Returns for 3 years | 59.49 | 58.71 | 101% |
| Returns for 5 years | 23.67 | 11.25 | 210% |
| Returns for 10 years | 110.63 | 50.53 | 219% |
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