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FBTAX vs PDFDX
FBTAX vs PDFDX Comparison Chart in %
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FBTAX vs. PDFDX commentary
Aug 08, 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 PDFDX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. PDFDX (5.84M). FBTAX pays higher dividends than PDFDX: FBTAX (2.74) vs PDFDX (0.00). FBTAX was incepted earlier than PDFDX: FBTAX (25 years) vs PDFDX (27 years). PDFDX (4.48) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. PDFDX (10.08). FBTAX has a lower initial minimum investment than PDFDX: FBTAX (0) vs PDFDX (2500). PDFDX annual gain was more profitable for investors over the last year : 8.95 vs. FBTAX (-3.57). FBTAX return over 5 years is better than : -4.65 vs. PDFDX (-16.30).
| FBTAX | PDFDX | FBTAX / PDFDX | |
| Total Expense Ratio | 0.96 | 2.50 | 38% |
| Annual Report Gross Expense Ratio | 0.96 | 4.48 | 21% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 4.998 | -12.175 | -41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 5.84M | 23,976% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -3.57 | 8.95 | -40% |
| Returns for 3 years | 17.81 | -4.14 | -431% |
| Returns for 5 years | -4.65 | -16.30 | 29% |
| Returns for 10 years | -1.16 | 26.80 | -4% |
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