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FBIOX vs FBTAX
FBIOX vs FBTAX Comparison Chart in %
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FBIOX vs. FBTAX commentary
Dec 13, 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: 5.27B vs. FBTAX (1.93B). FBTAX pays higher dividends than FBIOX: FBTAX (1.95) vs FBIOX (0.88). 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 : 30.33 vs. FBIOX (28.68). FBTAX return over 5 years is better than : 14.74 vs. FBIOX (-7.61).
| 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 | 37.932 | 43.403 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.27B | 1.93B | 272% |
| Annual Yield % from dividends | 0.88 | 1.95 | 45% |
| Returns for 1 year | 28.68 | 30.33 | 95% |
| Returns for 3 years | 63.38 | 63.23 | 100% |
| Returns for 5 years | -7.61 | 14.74 | -52% |
| Returns for 10 years | 19.98 | 66.19 | 30% |
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