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FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart
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FBTAX vs. PHLQX commentary
Dec 25, 2024
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 PHLQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. PHLQX (1.63B). FBTAX pays higher dividends than PHLQX: FBTAX (1.02) vs PHLQX (0.00). FBTAX was incepted earlier than PHLQX: FBTAX (24 years) vs PHLQX (9 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. PHLQX (64.00). FBTAX (0) and PHLQX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 11.68 vs. PHLQX (0.86). FBTAX return over 5 years is better than : 6.67 vs. PHLQX (-9.12).
| FBTAX | PHLQX | FBTAX / PHLQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 7.681 | -0.427 | -1,797% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.63B | 107% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 11.68 | 0.86 | 1,355% |
| Returns for 3 years | 7.75 | -5.17 | -150% |
| Returns for 5 years | 6.67 | -9.12 | -73% |
| Returns for 10 years | 20.92 | N/A | - |
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