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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Jul 07, 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 FBTAX is a Buy and FBTDX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. FBTDX (696M). FBTAX pays higher dividends than FBTDX: FBTAX (2.95) vs FBTDX (0.00). FBTAX was incepted earlier than FBTDX: FBTAX (25 years) vs FBTDX (11 years). FBTDX (1.81) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FBTDX (35.87). FBTAX has a lower initial minimum investment than FBTDX: FBTAX (0) vs FBTDX (1000). FBTAX annual gain was more profitable for investors over the last year : -5.68 vs. FBTDX (-15.39). FBTAX return over 5 years is better than : -13.75 vs. FBTDX (-35.55).
| FBTAX | FBTDX | FBTAX / FBTDX | |
| Total Expense Ratio | 0.96 | 1.80 | 53% |
| Annual Report Gross Expense Ratio | 0.96 | 1.81 | 53% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | -1.213 | -2.540 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 696M | 186% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -5.68 | -15.39 | 37% |
| Returns for 3 years | 28.75 | 13.96 | 206% |
| Returns for 5 years | -13.75 | -35.55 | 39% |
| Returns for 10 years | -8.19 | -46.93 | 17% |