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FBTAX vs PJHRX
FBTAX vs PJHRX Comparison
Open Charts FBTAX vs PJHRX
FBTAX vs PJHRX Comparison Chart in %
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FBTAX vs. PJHRX 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 PJHRX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. PJHRX (1.46B). FBTAX pays higher dividends than PJHRX: FBTAX (0.99) vs PJHRX (0.00). FBTAX was incepted earlier than PJHRX: FBTAX (26 years) vs PJHRX (15 years). PJHRX (1.73) is less costly to investors than FBTAX (0.96). PJHRX is a more actively managed with annual turnover of: 81.00 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 : 61.82 vs. PJHRX (17.46). FBTAX return over 5 years is better than : 46.45 vs. PJHRX (-34.16).
| FBTAX | PJHRX | FBTAX / PJHRX | |
| Total Expense Ratio | 0.96 | 1.48 | 65% |
| Annual Report Gross Expense Ratio | 0.96 | 1.73 | 55% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 20.620 | 6.888 | 299% |
| 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 | 0.00 | - |
| Returns for 1 year | 61.82 | 17.46 | 354% |
| Returns for 3 years | 89.19 | 4.28 | 2,085% |
| Returns for 5 years | 46.45 | -34.16 | -136% |
| Returns for 10 years | 121.05 | -10.21 | -1,185% |
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