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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Feb 04, 2026
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 StrongBuy and FBTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBIOX has more cash in the bank: 5.26B vs. FBTAX (1.87B). FBIOX pays higher dividends than FBTAX: FBIOX (1.96) vs FBTAX (1.17). 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 : 42.12 vs. FBIOX (35.90). FBTAX return over 5 years is better than : 12.38 vs. FBIOX (0.49).
| 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 | 2.865 | 2.751 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.26B | 1.87B | 282% |
| Annual Yield % from dividends | 1.96 | 1.17 | 167% |
| Returns for 1 year | 35.90 | 42.12 | 85% |
| Returns for 3 years | 60.46 | 60.53 | 100% |
| Returns for 5 years | 0.49 | 12.38 | 4% |
| Returns for 10 years | 65.48 | 122.13 | 54% |
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