Interact to see
Advertisement
Advertisement
FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBIOX vs. FBTAX commentary
Jul 06, 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: 3.75B vs. FBTAX (1.3B). FBTAX pays higher dividends than FBIOX: FBTAX (2.95) vs FBIOX (1.26). 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: 73.00 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 : -0.90 vs. FBTAX (-5.68). FBTAX return over 5 years is better than : -13.75 vs. FBIOX (-21.42).
| 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 | -1.424 | -1.213 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 1.3B | 289% |
| Annual Yield % from dividends | 1.26 | 2.95 | 43% |
| Returns for 1 year | -0.90 | -5.68 | 16% |
| Returns for 3 years | 28.30 | 28.75 | 98% |
| Returns for 5 years | -21.42 | -13.75 | 156% |
| Returns for 10 years | -30.20 | -8.19 | 369% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers