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FACTX vs FBTAX
FACTX vs FBTAX Comparison Chart in %
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FACTX vs. FBTAX commentary
Oct 19, 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 FACTX is a Buy and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FACTX has more cash in the bank: 3.28B vs. FBTAX (1.61B). FBTAX pays higher dividends than FACTX: FBTAX (2.34) vs FACTX (0.00). FACTX was incepted earlier than FBTAX: FACTX (29 years) vs FBTAX (25 years). FACTX (1.18) is less costly to investors than FBTAX (0.96). FACTX (52.00) and FBTAX (51.00) have comparable annual turnover. FBTAX initial investment is less costly to investors than FACTX (4%) vs FACTX (4%). FACTX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 6.68 vs. FACTX (-12.41). FBTAX return over 5 years is better than : 12.22 vs. FACTX (-10.44).
| FACTX | FBTAX | FACTX / FBTAX | |
| Total Expense Ratio | 1.18 | 0.96 | 123% |
| Annual Report Gross Expense Ratio | 1.18 | 0.96 | 123% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 7.594 | 30.577 | 25% |
| Front Load | 4% | 6% | 61% |
| 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 | -12.41 | 6.68 | -186% |
| Returns for 3 years | 5.86 | 54.53 | 11% |
| Returns for 5 years | -10.44 | 12.22 | -85% |
| Returns for 10 years | 58.55 | 57.74 | 101% |