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FBTAX vs PHLAX
FBTAX vs PHLAX Comparison
Open Charts FBTAX vs PHLAX
FBTAX vs PHLAX Comparison Chart in %
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FBTAX vs. PHLAX commentary
Jun 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 StrongBuy and PHLAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. PHLAX (1.39B). FBTAX pays higher dividends than PHLAX: FBTAX (1.13) 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 : 64.37 vs. PHLAX (12.88). FBTAX return over 5 years is better than : 32.17 vs. PHLAX (-32.58).
| 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 | 12.019 | 1.016 | 1,184% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 1.39B | 137% |
| Annual Yield % from dividends | 1.13 | 0.11 | 1,010% |
| Returns for 1 year | 64.37 | 12.88 | 500% |
| Returns for 3 years | 75.63 | 0.47 | 16,090% |
| Returns for 5 years | 32.17 | -32.58 | -99% |
| Returns for 10 years | 139.30 | 4.66 | 2,989% |
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