Interact to see
Advertisement
Advertisement
FBTAX vs PHLAX
FBTAX vs PHLAX Comparison
Open Charts FBTAX vs PHLAX
FBTAX vs PHLAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. PHLAX commentary
Sep 09, 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 PHLAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.43B vs. PHLAX (1.51B). FBTAX pays higher dividends than PHLAX: FBTAX (0.91) vs PHLAX (0.10). FBTAX was incepted earlier than PHLAX: FBTAX (26 years) vs PHLAX (27 years). PHLAX (1.15) is less costly to investors than FBTAX (0.96). PHLAX is a more actively managed with annual turnover of: 81.00 vs. FBTAX (51.00). FBTAX (6%) and PHLAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than PHLAX: FBTAX (0) vs PHLAX (1000). FBTAX annual gain was more profitable for investors over the last year : 61.30 vs. PHLAX (17.01). FBTAX return over 5 years is better than : 50.55 vs. PHLAX (-28.90).
| FBTAX | PHLAX | FBTAX / PHLAX | |
| Total Expense Ratio | 0.96 | 1.15 | 83% |
| Annual Report Gross Expense Ratio | 0.96 | 1.15 | 83% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 33.013 | 12.158 | 272% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 1.51B | 161% |
| Annual Yield % from dividends | 0.91 | 0.10 | 885% |
| Returns for 1 year | 61.30 | 17.01 | 360% |
| Returns for 3 years | 112.52 | 12.68 | 887% |
| Returns for 5 years | 50.55 | -28.90 | -175% |
| Returns for 10 years | 154.08 | 6.89 | 2,238% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PZA | 22.43 | 0.01 | +0.04% |
| Invesco National AMT-Free Muni Bd ETF | |||
| QMMY | 26.58 | -0.02 | -0.06% |
| FT Vest Nasdaq-100 Mod Buffr ETF - May | |||
| QCLR | 27.77 | -0.04 | -0.15% |
| Global X NASDAQ 100® Collar 95-110 ETF | |||
| SIXA | 57.89 | -0.21 | -0.35% |
| ETC 6 Meridian Mega Cap Equity ETF | |||
| IGCB | 44.62 | -0.21 | -0.48% |
| TCW Corporate Bond ETF | |||