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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Nov 14, 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 Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 4.84B vs. FBTAX (1.74B). FBTAX pays higher dividends than FBIOX: FBTAX (2.16) vs FBIOX (0.95). 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 (16.23) and FBIOX (15.77) have marching annual gain over last year. FBTAX return over 5 years is better than : 13.61 vs. FBIOX (-5.11).
| 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 | 29.434 | 35.575 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 1.74B | 278% |
| Annual Yield % from dividends | 0.95 | 2.16 | 44% |
| Returns for 1 year | 15.77 | 16.23 | 97% |
| Returns for 3 years | 54.17 | 56.91 | 95% |
| Returns for 5 years | -5.11 | 13.61 | -38% |
| Returns for 10 years | 5.54 | 53.69 | 10% |
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