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
Jul 25, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. PHLAX (1.49B). FBTAX pays higher dividends than PHLAX: FBTAX (0.98) 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 : 65.47 vs. PHLAX (17.17). FBTAX return over 5 years is better than : 46.24 vs. PHLAX (-29.39).
| 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 | 22.997 | 8.688 | 265% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.49B | 148% |
| Annual Yield % from dividends | 0.98 | 0.10 | 934% |
| Returns for 1 year | 65.47 | 17.17 | 381% |
| Returns for 3 years | 94.47 | 8.92 | 1,059% |
| Returns for 5 years | 46.24 | -29.39 | -157% |
| Returns for 10 years | 134.61 | 1.50 | 8,993% |
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 % |
| AVRY | 23.88 | 0.37 | +1.59% |
| Avory Foundational ETF | |||
| DDTN | 20.39 | 0.04 | +0.22% |
| Innovator Equity Dl Drctnl 10 Bfr ETFNov | |||
| HYDW | 46.47 | -0.04 | -0.09% |
| Xtrackers Low Beta High Yield Bond ETF | |||
| PXF | 75.52 | -0.09 | -0.12% |
| Invesco RAFI Developed Markets ex-US ETF | |||
| CDX | 20.77 | -0.10 | -0.48% |
| Simplify High Yield ETF | |||