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FBTAX vs PHLAX
FBTAX vs PHLAX Comparison
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FBTAX vs PHLAX Comparison Chart in %
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FBTAX vs. PHLAX commentary
Aug 14, 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 Buy and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. PHLAX (1.52B). FBTAX pays higher dividends than PHLAX: FBTAX (0.99) vs PHLAX (0.11). 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 : 63.95 vs. PHLAX (22.57). FBTAX return over 5 years is better than : 52.03 vs. PHLAX (-27.02).
| 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 | 28.446 | 11.763 | 242% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.52B | 145% |
| Annual Yield % from dividends | 0.99 | 0.11 | 932% |
| Returns for 1 year | 63.95 | 22.57 | 283% |
| Returns for 3 years | 104.97 | 12.19 | 861% |
| Returns for 5 years | 52.03 | -27.02 | -193% |
| Returns for 10 years | 134.09 | 2.68 | 5,005% |
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