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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX 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 FBIOX is a Buy and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 4.54B vs. FBTAX (1.61B). FBTAX pays higher dividends than FBIOX: FBTAX (2.34) vs FBIOX (1.02). 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. FBIOX annual gain was more profitable for investors over the last year : 9.78 vs. FBTAX (6.68). FBTAX return over 5 years is better than : 12.22 vs. FBIOX (-4.24).
| 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 | 25.504 | 30.577 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.54B | 1.61B | 282% |
| Annual Yield % from dividends | 1.02 | 2.34 | 44% |
| Returns for 1 year | 9.78 | 6.68 | 146% |
| Returns for 3 years | 52.61 | 54.53 | 96% |
| Returns for 5 years | -4.24 | 12.22 | -35% |
| Returns for 10 years | 10.49 | 57.74 | 18% |
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