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FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
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FBTAX vs. FBTDX commentary
Sep 10, 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: 1.46B vs. FBTDX (803M). FBTAX pays higher dividends than FBTDX: FBTAX (2.59) vs FBTDX (0.00). FBTAX was incepted earlier than FBTDX: FBTAX (25 years) vs FBTDX (12 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 (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 : -0.93 vs. FBTDX (-4.50). FBTAX return over 5 years is better than : 8.33 vs. FBTDX (-19.11).
| 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 | 12 years | - |
| Gain YTD | 14.884 | 16.096 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 803M | 182% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | -0.93 | -4.50 | 21% |
| Returns for 3 years | 28.55 | 26.21 | 109% |
| Returns for 5 years | 8.33 | -19.11 | -44% |
| Returns for 10 years | 16.82 | -33.79 | -50% |
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