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FBTAX vs PJHRX
FBTAX vs PJHRX Comparison Chart in %
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FBTAX vs. PJHRX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. PJHRX (1.35B). FBTAX pays higher dividends than PJHRX: FBTAX (2.59) vs PJHRX (0.53). 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 (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 : -3.44 vs. PJHRX (-22.29). FBTAX return over 5 years is better than : 9.84 vs. PJHRX (-35.17).
| 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 | 14.259 | -0.734 | -1,942% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 1.35B | 108% |
| Annual Yield % from dividends | 2.59 | 0.53 | 485% |
| Returns for 1 year | -3.44 | -22.29 | 15% |
| Returns for 3 years | 32.18 | 2.03 | 1,581% |
| Returns for 5 years | 9.84 | -35.17 | -28% |
| Returns for 10 years | 15.53 | -43.05 | -36% |
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