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FACDX vs FBTAX
FACDX vs FBTAX Comparison Chart in %
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FACDX vs. FBTAX commentary
Oct 17, 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 FACDX is a Hold and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FACDX has more cash in the bank: 3.28B vs. FBTAX (1.61B). FBTAX pays higher dividends than FACDX: FBTAX (2.34) vs FACDX (0.00). FACDX was incepted earlier than FBTAX: FACDX (29 years) vs FBTAX (25 years). FBTAX (0.96) and FACDX (0.93) have similar cost to investors . FACDX (52.00) and FBTAX (51.00) have comparable annual turnover. FACDX (6%) and FBTAX (6%) have equivalent initial investment costs. FACDX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 6.42 vs. FACDX (-11.81). FBTAX return over 5 years is better than : 12.60 vs. FACDX (-7.36).
| FACDX | FBTAX | FACDX / FBTAX | |
| Total Expense Ratio | 0.93 | 0.96 | 97% |
| Annual Report Gross Expense Ratio | 0.93 | 0.96 | 97% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 7.858 | 31.018 | 25% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.61B | 204% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | -11.81 | 6.42 | -184% |
| Returns for 3 years | 8.78 | 55.05 | 16% |
| Returns for 5 years | -7.36 | 12.60 | -58% |
| Returns for 10 years | 63.55 | 53.08 | 120% |
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