Ad is loading...
FBTAX vs PDFDX
FBTAX vs PDFDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. PDFDX 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 PDFDX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. PDFDX (6.21M). FBTAX pays higher dividends than PDFDX: FBTAX (2.97) vs PDFDX (0.00). FBTAX was incepted earlier than PDFDX: FBTAX (24 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 (0.00). 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 : -3.57 vs. FBTAX (-12.66). PDFDX return over 5 years is better than : 19.62 vs. FBTAX (10.53).
| FBTAX | PDFDX | FBTAX / PDFDX | |
| Total Expense Ratio | 0.96 | 2.50 | 38% |
| Annual Report Gross Expense Ratio | 0.96 | 4.48 | 21% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -6.211 | -19.427 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 6.21M | 22,417% |
| Annual Yield % from dividends | 2.97 | 0.00 | - |
| Returns for 1 year | -12.66 | -3.57 | 355% |
| Returns for 3 years | 2.83 | -20.65 | -14% |
| Returns for 5 years | 10.53 | 19.62 | 54% |
| Returns for 10 years | -4.32 | 11.00 | -39% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers