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FBTAX vs PDFDX
FBTAX vs PDFDX Comparison
Open Charts FBTAX vs PDFDX
FBTAX vs PDFDX Comparison Chart in %
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FBTAX vs. PDFDX commentary
Jun 04, 2026
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: 1.9B vs. PDFDX (6.81M). PDFDX pays higher dividends than FBTAX: PDFDX (4.98) vs FBTAX (1.13). FBTAX was incepted earlier than PDFDX: FBTAX (25 years) vs PDFDX (28 years). PDFDX (4.69) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. PDFDX (10.08). FBTAX has a lower initial minimum investment than PDFDX: FBTAX (0) vs PDFDX (2500). FBTAX annual gain was more profitable for investors over the last year : 50.10 vs. PDFDX (28.15). FBTAX return over 5 years is better than : 29.40 vs. PDFDX (-43.64).
| FBTAX | PDFDX | FBTAX / PDFDX | |
| Total Expense Ratio | 0.96 | 2.50 | 38% |
| Annual Report Gross Expense Ratio | 0.96 | 4.69 | 20% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 2.297 | 2.176 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 6.81M | 27,913% |
| Annual Yield % from dividends | 1.13 | 4.98 | 23% |
| Returns for 1 year | 50.10 | 28.15 | 178% |
| Returns for 3 years | 59.94 | 23.74 | 253% |
| Returns for 5 years | 29.40 | -43.64 | -67% |
| Returns for 10 years | 91.09 | 79.37 | 115% |
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| 1 Day | |||
|---|---|---|---|
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| FCT | 9.58 | 0.01 | +0.10% |
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| APXM | 31.70 | N/A | N/A |
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| EQTY | 27.60 | -0.20 | -0.72% |
| Kovitz Core Equity ETF | |||