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FBTAX vs FTDZX
FBTAX vs FTDZX Comparison Chart in %
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FBTAX vs. FTDZX commentary
Aug 12, 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 FTDZX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. FTDZX (719M). FBTAX pays higher dividends than FTDZX: FBTAX (2.74) vs FTDZX (0.00). FBTAX was incepted earlier than FTDZX: FBTAX (25 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 (21.87). 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 : -5.75 vs. FTDZX (-11.49). FBTAX return over 5 years is better than : -3.43 vs. FTDZX (-24.32).
| FBTAX | FTDZX | FBTAX / FTDZX | |
| Total Expense Ratio | 0.96 | 0.80 | 120% |
| Annual Report Gross Expense Ratio | 0.96 | 0.81 | 119% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 5.292 | 3.349 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 719M | 195% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -5.75 | -11.49 | 50% |
| Returns for 3 years | 16.12 | 14.61 | 110% |
| Returns for 5 years | -3.43 | -24.32 | 14% |
| Returns for 10 years | 1.22 | -31.73 | -4% |
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