Interact to see
Advertisement
Advertisement
FBTAX vs FBTDX
FBTAX vs FBTDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. FBTDX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. FBTDX (1.03B). 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 annual gain was more profitable for investors over the last year : 27.92 vs. FBTDX (25.48). FBTAX return over 5 years is better than : 16.19 vs. FBTDX (-9.46).
| 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 | 43.219 | 49.319 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.03B | 187% |
| Annual Yield % from dividends | 1.95 | 0.00 | - |
| Returns for 1 year | 27.92 | 25.48 | 110% |
| Returns for 3 years | 58.87 | 55.40 | 106% |
| Returns for 5 years | 16.19 | -9.46 | -171% |
| Returns for 10 years | 58.76 | -5.59 | -1,051% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement