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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX 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 FBTAX is a StrongBuy and FBTDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. FBTDX (1.03B). FBTDX pays higher dividends than FBTAX: FBTDX (1.61) vs FBTAX (1.17). FBTAX was incepted earlier than FBTDX: FBTAX (25 years) vs FBTDX (12 years). FBTDX (1.78) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. FBTDX (21.87). 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 : 39.83 vs. FBTDX (35.89). FBTAX return over 5 years is better than : 12.32 vs. FBTDX (-10.84).
| FBTAX | FBTDX | FBTAX / FBTDX | |
| Total Expense Ratio | 0.96 | 1.77 | 54% |
| Annual Report Gross Expense Ratio | 0.96 | 1.78 | 54% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 1.389 | 1.329 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 1.03B | 181% |
| Annual Yield % from dividends | 1.17 | 1.61 | 73% |
| Returns for 1 year | 39.83 | 35.89 | 111% |
| Returns for 3 years | 58.40 | 46.72 | 125% |
| Returns for 5 years | 12.32 | -10.84 | -114% |
| Returns for 10 years | 119.18 | 29.54 | 404% |
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