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FBTAX vs PHLQX
FBTAX vs PHLQX Comparison
Open Charts FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart in %
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FBTAX vs. PHLQX commentary
Aug 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 PHLQX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. PHLQX (1.46B). FBTAX pays higher dividends than PHLQX: FBTAX (0.99) vs PHLQX (0.29). FBTAX was incepted earlier than PHLQX: FBTAX (26 years) vs PHLQX (11 years). FBTAX (0.96) is less costly to investors than PHLQX (0.80). PHLQX is a more actively managed with annual turnover of: 81.00 vs. FBTAX (51.00). FBTAX (0) and PHLQX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 61.82 vs. PHLQX (23.59). FBTAX return over 5 years is better than : 46.45 vs. PHLQX (-19.12).
| FBTAX | PHLQX | FBTAX / PHLQX | |
| Total Expense Ratio | 0.96 | 0.80 | 120% |
| Annual Report Gross Expense Ratio | 0.96 | 0.80 | 120% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 20.620 | 7.336 | 281% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.46B | 151% |
| Annual Yield % from dividends | 0.99 | 0.29 | 340% |
| Returns for 1 year | 61.82 | 23.59 | 262% |
| Returns for 3 years | 89.19 | 17.52 | 509% |
| Returns for 5 years | 46.45 | -19.12 | -243% |
| Returns for 10 years | 121.05 | 21.45 | 564% |
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