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FBTAX vs FTDZX
FBTAX vs FTDZX Comparison Chart
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FBTAX vs. FTDZX commentary
Apr 05, 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: 1.39B vs. FTDZX (706M). FBTAX pays higher dividends than FTDZX: FBTAX (2.97) 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 : -12.66 vs. FTDZX (-17.00). FBTAX return over 5 years is better than : 10.53 vs. FTDZX (-9.21).
| 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 | -6.211 | -5.815 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 706M | 197% |
| Annual Yield % from dividends | 2.97 | 0.00 | - |
| Returns for 1 year | -12.66 | -17.00 | 74% |
| Returns for 3 years | 2.83 | -1.29 | -220% |
| Returns for 5 years | 10.53 | -9.21 | -114% |
| Returns for 10 years | -4.32 | -36.68 | 12% |
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