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
Aug 18, 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: 4.04B vs. FBTAX (1.4B). FBTAX pays higher dividends than FBIOX: FBTAX (2.74) vs FBIOX (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: 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 : -0.18 vs. FBTAX (-3.79). FBTAX return over 5 years is better than : 1.58 vs. FBIOX (-9.53).
| 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 | 8.614 | 10.364 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 1.4B | 289% |
| Annual Yield % from dividends | 1.17 | 2.74 | 43% |
| Returns for 1 year | -0.18 | -3.79 | 5% |
| Returns for 3 years | 22.68 | 22.33 | 102% |
| Returns for 5 years | -9.53 | 1.58 | -603% |
| Returns for 10 years | -20.85 | 4.97 | -420% |