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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Jul 27, 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 : -6.11 vs. FBTAX (-10.87). FBTAX return over 5 years is better than : -6.61 vs. FBIOX (-14.76).
| 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 | 3.887 | 3.491 | 111% |
| 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 | -6.11 | -10.87 | 56% |
| Returns for 3 years | 31.39 | 31.49 | 100% |
| Returns for 5 years | -14.76 | -6.61 | 223% |
| Returns for 10 years | -28.28 | -6.23 | 454% |
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