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FBTAX vs PJHRX
FBTAX vs PJHRX Comparison Chart
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FBTAX vs. PJHRX commentary
Apr 11, 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 PJHRX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX (1.39B) and PJHRX (1.39B) have equal amount of cash in the bank . FBTAX pays higher dividends than PJHRX: FBTAX (2.97) vs PJHRX (0.54). FBTAX was incepted earlier than PJHRX: FBTAX (24 years) vs PJHRX (13 years). PJHRX (1.73) is less costly to investors than FBTAX (0.96). PJHRX is a more actively managed with annual turnover of: 79.00 vs. FBTAX (73.00). FBTAX (0) and PJHRX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -18.78 vs. PJHRX (-24.84). FBTAX return over 5 years is better than : -7.00 vs. PJHRX (-28.74).
| FBTAX | PJHRX | FBTAX / PJHRX | |
| Total Expense Ratio | 0.96 | 1.48 | 65% |
| Annual Report Gross Expense Ratio | 0.96 | 1.73 | 55% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -14.958 | -11.909 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 1.39B | 100% |
| Annual Yield % from dividends | 2.97 | 0.54 | 552% |
| Returns for 1 year | -18.78 | -24.84 | 76% |
| Returns for 3 years | -3.86 | -18.57 | 21% |
| Returns for 5 years | -7.00 | -28.74 | 24% |
| Returns for 10 years | -17.30 | -49.62 | 35% |
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