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FBTAX vs PHLCX
FBTAX vs PHLCX Comparison
Open Charts FBTAX vs PHLCX
FBTAX vs PHLCX Comparison Chart in %
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FBTAX vs. PHLCX 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 PHLCX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. PHLCX (1.49B). FBTAX pays higher dividends than PHLCX: FBTAX (0.98) vs PHLCX (0.16). FBTAX was incepted earlier than PHLCX: FBTAX (26 years) vs PHLCX (27 years). PHLCX (1.97) is less costly to investors than FBTAX (0.96). PHLCX is a more actively managed with annual turnover of: 81.00 vs. FBTAX (51.00). FBTAX has a lower initial minimum investment than PHLCX: FBTAX (0) vs PHLCX (1000). FBTAX annual gain was more profitable for investors over the last year : 65.47 vs. PHLCX (-13.43). FBTAX return over 5 years is better than : 46.24 vs. PHLCX (-69.87).
| FBTAX | PHLCX | FBTAX / PHLCX | |
| Total Expense Ratio | 0.96 | 1.97 | 49% |
| Annual Report Gross Expense Ratio | 0.96 | 1.97 | 49% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 22.997 | 6.858 | 335% |
| Front Load | 6% | N/A | - |
| 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 | 0.16 | 622% |
| Returns for 1 year | 65.47 | -13.43 | -487% |
| Returns for 3 years | 94.47 | -38.86 | -243% |
| Returns for 5 years | 46.24 | -69.87 | -66% |
| Returns for 10 years | 134.61 | -65.10 | -207% |
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