Ad is loading...
FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. PHLQX commentary
Apr 18, 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 Buy and PHLQX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX (1.39B) and PHLQX (1.38B) have equal amount of cash in the bank . FBTAX pays higher dividends than PHLQX: FBTAX (2.97) 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 : -14.81 vs. PHLQX (-15.83). FBTAX return over 5 years is better than : -12.93 vs. PHLQX (-17.30).
| 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 | -14.002 | -9.167 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.38B | 101% |
| Annual Yield % from dividends | 2.97 | 0.91 | 328% |
| Returns for 1 year | -14.81 | -15.83 | 94% |
| Returns for 3 years | 1.10 | -6.84 | -16% |
| Returns for 5 years | -12.93 | -17.30 | 75% |
| Returns for 10 years | -16.28 | N/A | - |