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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Dec 04, 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 FBIOX is a Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 5.27B vs. FBTAX (1.93B). FBTAX pays higher dividends than FBIOX: FBTAX (1.95) vs FBIOX (0.88). FBIOX was incepted earlier than FBTAX: FBIOX (40 years) vs FBTAX (25 years). FBTAX (0.96) is less costly to investors than FBIOX (0.63). FBTAX is a more actively managed with annual turnover of: 51.00 vs. FBIOX (38.00). FBIOX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 27.92 vs. FBIOX (23.63). FBTAX return over 5 years is better than : 16.19 vs. FBIOX (-5.91).
| FBIOX | FBTAX | FBIOX / FBTAX | |
| Total Expense Ratio | 0.63 | 0.96 | 66% |
| Annual Report Gross Expense Ratio | 0.63 | 0.96 | 66% |
| Fund Existence | 40 years | 25 years | - |
| Gain YTD | 34.852 | 43.219 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 1.93B | 272% |
| Annual Yield % from dividends | 0.88 | 1.95 | 45% |
| Returns for 1 year | 23.63 | 27.92 | 85% |
| Returns for 3 years | 54.04 | 58.87 | 92% |
| Returns for 5 years | -5.91 | 16.19 | -36% |
| Returns for 10 years | 11.71 | 58.76 | 20% |
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