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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
Aug 03, 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 Hold and FRBRX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. FRBRX (1.15B). FRBRX pays higher dividends than FBTAX: FRBRX (1.77) vs FBTAX (0.99). 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). FBTAX (61.82) and FRBRX (59.48) have marching annual gain over last year. FBTAX return over 5 years is better than : 46.45 vs. FRBRX (33.15).
| 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 | 20.620 | 17.246 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.15B | 191% |
| Annual Yield % from dividends | 0.99 | 1.77 | 56% |
| Returns for 1 year | 61.82 | 59.48 | 104% |
| Returns for 3 years | 89.19 | 79.67 | 112% |
| Returns for 5 years | 46.45 | 33.15 | 140% |
| Returns for 10 years | 121.05 | 52.30 | 231% |
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