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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
Sep 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.43B vs. PHLCX (1.52B). FBTAX pays higher dividends than PHLCX: FBTAX (0.91) vs PHLCX (0.15). 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 : 64.73 vs. PHLCX (-10.92). FBTAX return over 5 years is better than : 47.52 vs. PHLCX (-69.70).
| 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 | 33.360 | 11.873 | 281% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 1.52B | 160% |
| Annual Yield % from dividends | 0.91 | 0.15 | 586% |
| Returns for 1 year | 64.73 | -10.92 | -593% |
| Returns for 3 years | 110.69 | -36.58 | -303% |
| Returns for 5 years | 47.52 | -69.70 | -68% |
| Returns for 10 years | 154.74 | -62.72 | -247% |
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