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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
Jun 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 SCHLX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. SCHLX (228M). FBTAX pays higher dividends than SCHLX: FBTAX (1.13) vs SCHLX (0.39). FBTAX was incepted earlier than SCHLX: FBTAX (25 years) vs SCHLX (28 years). SCHLX (1.05) 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 : 50.10 vs. SCHLX (3.12). FBTAX return over 5 years is better than : 29.40 vs. SCHLX (-1.85).
| FBTAX | SCHLX | FBTAX / SCHLX | |
| Total Expense Ratio | 0.96 | 1.05 | 91% |
| Annual Report Gross Expense Ratio | 0.96 | 1.05 | 91% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 2.297 | -7.276 | -32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 228M | 834% |
| Annual Yield % from dividends | 1.13 | 0.39 | 288% |
| Returns for 1 year | 50.10 | 3.12 | 1,607% |
| Returns for 3 years | 59.94 | 3.26 | 1,841% |
| Returns for 5 years | 29.40 | -1.85 | -1,590% |
| Returns for 10 years | 91.09 | 13.43 | 678% |
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