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FBTAX vs SCHLX
FBTAX vs SCHLX Comparison
Open Charts FBTAX vs SCHLX
FBTAX vs SCHLX Comparison Chart in %
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FBTAX vs. SCHLX commentary
Aug 24, 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 SCHLX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. SCHLX (275M). FBTAX pays higher dividends than SCHLX: FBTAX (0.99) vs SCHLX (0.37). FBTAX was incepted earlier than SCHLX: FBTAX (26 years) vs SCHLX (28 years). SCHLX (1.07) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. SCHLX (1.00). FBTAX has a lower initial minimum investment than SCHLX: FBTAX (0) vs SCHLX (2500). FBTAX annual gain was more profitable for investors over the last year : 70.51 vs. SCHLX (15.66). FBTAX return over 5 years is better than : 59.32 vs. SCHLX (2.77).
| FBTAX | SCHLX | FBTAX / SCHLX | |
| Total Expense Ratio | 0.96 | 1.07 | 90% |
| Annual Report Gross Expense Ratio | 0.96 | 1.07 | 90% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 34.802 | 7.668 | 454% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 275M | 800% |
| Annual Yield % from dividends | 0.99 | 0.37 | 268% |
| Returns for 1 year | 70.51 | 15.66 | 450% |
| Returns for 3 years | 116.70 | 18.04 | 647% |
| Returns for 5 years | 59.32 | 2.77 | 2,143% |
| Returns for 10 years | 143.78 | 27.15 | 530% |
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