Interact to see
Advertisement
Advertisement
FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. FBTDX commentary
Jun 16, 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: 1.28B vs. FBTDX (707M). FBTAX pays higher dividends than FBTDX: FBTAX (3.05) vs FBTDX (0.00). FBTAX was incepted earlier than FBTDX: FBTAX (24 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 : -7.14 vs. FBTDX (-15.98). FBTAX return over 5 years is better than : -8.77 vs. FBTDX (-30.00).
| FBTAX | FBTDX | FBTAX / FBTDX | |
| Total Expense Ratio | 0.96 | 1.80 | 53% |
| Annual Report Gross Expense Ratio | 0.96 | 1.81 | 53% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -2.573 | -2.089 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 707M | 180% |
| Annual Yield % from dividends | 3.05 | 0.00 | - |
| Returns for 1 year | -7.14 | -15.98 | 45% |
| Returns for 3 years | 45.29 | 29.82 | 152% |
| Returns for 5 years | -8.77 | -30.00 | 29% |
| Returns for 10 years | -6.12 | -45.96 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement