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FBDIX vs FBTAX
FBDIX vs FBTAX Comparison Chart in %
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FBDIX 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 FBDIX is a Buy and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. FBDIX (915M). FBTAX pays higher dividends than FBDIX: FBTAX (2.34) vs FBDIX (0.00). FBDIX was incepted earlier than FBTAX: FBDIX (28 years) vs FBTAX (25 years). FBDIX (1.03) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. FBDIX (21.87). FBTAX (6%) and FBDIX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than FBDIX: FBTAX (0) vs FBDIX (1000). FBTAX (6.68) and FBDIX (6.38) have marching annual gain over last year. FBTAX return over 5 years is better than : 12.22 vs. FBDIX (-10.34).
| FBDIX | FBTAX | FBDIX / FBTAX | |
| Total Expense Ratio | 1.02 | 0.96 | 106% |
| Annual Report Gross Expense Ratio | 1.03 | 0.96 | 107% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 34.025 | 30.577 | 111% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 1.61B | 57% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | 6.38 | 6.68 | 96% |
| Returns for 3 years | 56.94 | 54.53 | 104% |
| Returns for 5 years | -10.34 | 12.22 | -85% |
| Returns for 10 years | 0.76 | 57.74 | 1% |
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