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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
Jun 03, 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: 1.9B vs. PHLCX (1.36B). FBTAX pays higher dividends than PHLCX: FBTAX (1.13) vs PHLCX (0.17). FBTAX was incepted earlier than PHLCX: FBTAX (25 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 : 50.10 vs. PHLCX (-17.20). FBTAX return over 5 years is better than : 29.40 vs. PHLCX (-69.47).
| FBTAX | PHLCX | FBTAX / PHLCX | |
| Total Expense Ratio | 0.96 | 1.97 | 49% |
| Annual Report Gross Expense Ratio | 0.96 | 1.97 | 49% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 2.297 | -1.945 | -118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 1.36B | 140% |
| Annual Yield % from dividends | 1.13 | 0.17 | 684% |
| Returns for 1 year | 50.10 | -17.20 | -291% |
| Returns for 3 years | 59.94 | -44.06 | -136% |
| Returns for 5 years | 29.40 | -69.47 | -42% |
| Returns for 10 years | 91.09 | -67.77 | -134% |
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