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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. FBTDX (1.04B). FBTAX pays higher dividends than FBTDX: FBTAX (1.95) 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 (36.57) and FBTDX (36.47) have marching annual gain over last year. FBTAX return over 5 years is better than : 18.12 vs. FBTDX (-8.47).
| 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 | 43.771 | 38.404 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.04B | 185% |
| Annual Yield % from dividends | 1.95 | 0.00 | - |
| Returns for 1 year | 36.57 | 36.47 | 100% |
| Returns for 3 years | 63.58 | 53.01 | 120% |
| Returns for 5 years | 18.12 | -8.47 | -214% |
| Returns for 10 years | 56.33 | -6.74 | -836% |
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