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FBTAX vs PJHRX
FBTAX vs PJHRX Comparison Chart
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FBTAX vs. PJHRX commentary
Jun 07, 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 PJHRX is a Buy.
FUNDAMENTALS
Fundamentals
PJHRX has more cash in the bank: 1.37B vs. FBTAX (1.28B). FBTAX pays higher dividends than PJHRX: FBTAX (3.05) vs PJHRX (0.57). 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 : -7.86 vs. PJHRX (-20.45). FBTAX return over 5 years is better than : -11.02 vs. PJHRX (-34.98).
| 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 | -3.859 | -5.556 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.37B | 93% |
| Annual Yield % from dividends | 3.05 | 0.57 | 536% |
| Returns for 1 year | -7.86 | -20.45 | 38% |
| Returns for 3 years | 30.21 | -2.35 | -1,287% |
| Returns for 5 years | -11.02 | -34.98 | 32% |
| Returns for 10 years | -6.12 | -46.12 | 13% |
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