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FBTAX vs PJHRX
FBTAX vs PJHRX Comparison Chart in %
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FBTAX vs. PJHRX commentary
Nov 20, 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 has more cash in the bank: 1.74B vs. PJHRX (1.5B). FBTAX pays higher dividends than PJHRX: FBTAX (2.16) vs PJHRX (0.48). FBTAX was incepted earlier than PJHRX: FBTAX (25 years) vs PJHRX (14 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 (51.00). FBTAX (0) and PJHRX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 31.98 vs. PJHRX (0.14). FBTAX return over 5 years is better than : 18.88 vs. PJHRX (-32.33).
| FBTAX | PJHRX | FBTAX / PJHRX | |
| Total Expense Ratio | 0.96 | 1.48 | 65% |
| Annual Report Gross Expense Ratio | 0.96 | 1.73 | 55% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 40.831 | 16.475 | 248% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.5B | 116% |
| Annual Yield % from dividends | 2.16 | 0.48 | 452% |
| Returns for 1 year | 31.98 | 0.14 | 22,692% |
| Returns for 3 years | 63.86 | 18.11 | 353% |
| Returns for 5 years | 18.88 | -32.33 | -58% |
| Returns for 10 years | 56.54 | -24.87 | -227% |
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