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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Oct 19, 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 Hold and FBTDX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. FBTDX (915M). FBTAX pays higher dividends than FBTDX: FBTAX (2.34) vs FBTDX (0.00). 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 : 6.68 vs. FBTDX (4.58). FBTAX return over 5 years is better than : 12.22 vs. FBTDX (-15.70).
| 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 | 30.577 | 33.223 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 915M | 176% |
| Annual Yield % from dividends | 2.34 | 0.00 | - |
| Returns for 1 year | 6.68 | 4.58 | 146% |
| Returns for 3 years | 54.53 | 52.19 | 104% |
| Returns for 5 years | 12.22 | -15.70 | -78% |
| Returns for 10 years | 57.74 | -9.32 | -619% |
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