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FBTAX vs FTDZX
FBTAX vs FTDZX Comparison Chart in %
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FBTAX vs. FTDZX commentary
Jun 21, 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 Hold and FTDZX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. FTDZX (686M). FBTAX pays higher dividends than FTDZX: FBTAX (3.05) vs FTDZX (0.00). FBTAX was incepted earlier than FTDZX: FBTAX (24 years) vs FTDZX (16 years). FBTAX (0.96) is less costly to investors than FTDZX (0.81). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FTDZX (35.87). FBTAX has a lower initial minimum investment than FTDZX: FBTAX (0) vs FTDZX (100000). FBTAX annual gain was more profitable for investors over the last year : -6.99 vs. FTDZX (-14.22). FBTAX return over 5 years is better than : -17.51 vs. FTDZX (-31.71).
| FBTAX | FTDZX | FBTAX / FTDZX | |
| Total Expense Ratio | 0.96 | 0.80 | 120% |
| Annual Report Gross Expense Ratio | 0.96 | 0.81 | 119% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -4.741 | -4.270 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 686M | 186% |
| Annual Yield % from dividends | 3.05 | 0.00 | - |
| Returns for 1 year | -6.99 | -14.22 | 49% |
| Returns for 3 years | 35.36 | 26.42 | 134% |
| Returns for 5 years | -17.51 | -31.71 | 55% |
| Returns for 10 years | -11.64 | -40.74 | 29% |
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