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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
Jul 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 StrongBuy and FRBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. FRBRX (1.19B). FRBRX pays higher dividends than FBTAX: FRBRX (1.74) vs FBTAX (0.98). FBTAX was incepted earlier than FRBRX: FBTAX (26 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 (73.43) and FBTAX (72.16) have marching annual gain over last year. FBTAX return over 5 years is better than : 50.55 vs. FRBRX (34.58).
| FBTAX | FRBRX | FBTAX / FRBRX | |
| Total Expense Ratio | 0.96 | 0.67 | 143% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 24.145 | 21.175 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.19B | 185% |
| Annual Yield % from dividends | 0.98 | 1.74 | 56% |
| Returns for 1 year | 72.16 | 73.43 | 98% |
| Returns for 3 years | 97.08 | 89.67 | 108% |
| Returns for 5 years | 50.55 | 34.58 | 146% |
| Returns for 10 years | 143.82 | 67.66 | 213% |
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