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FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart
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FBTAX vs. PHLQX commentary
May 12, 2025
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 PHLQX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX (1.37B) and PHLQX (1.35B) have equal amount of cash in the bank . FBTAX pays higher dividends than PHLQX: FBTAX (2.96) vs PHLQX (0.91). FBTAX was incepted earlier than PHLQX: FBTAX (24 years) vs PHLQX (9 years). FBTAX (0.96) is less costly to investors than PHLQX (0.77). PHLQX is a more actively managed with annual turnover of: 79.00 vs. FBTAX (73.00). FBTAX (0) and PHLQX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -15.89 vs. PHLQX (-19.25). FBTAX return over 5 years is better than : -13.30 vs. PHLQX (-21.96).
| FBTAX | PHLQX | FBTAX / PHLQX | |
| Total Expense Ratio | 0.96 | 0.77 | 125% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -11.724 | -9.759 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 1.35B | 101% |
| Annual Yield % from dividends | 2.96 | 0.91 | 324% |
| Returns for 1 year | -15.89 | -19.25 | 83% |
| Returns for 3 years | 23.52 | 6.38 | 368% |
| Returns for 5 years | -13.30 | -21.96 | 61% |
| Returns for 10 years | -11.72 | N/A | - |
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