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FBTAX vs FRBRX
FBTAX vs FRBRX Comparison Chart in %
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FBTAX vs. FRBRX commentary
Jul 08, 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 FRBRX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. FRBRX (696M). FBTAX pays higher dividends than FRBRX: FBTAX (2.95) vs FRBRX (0.00). FBTAX was incepted earlier than FRBRX: FBTAX (25 years) vs FRBRX (12 years). FBTAX (0.96) is less costly to investors than FRBRX (0.77). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FRBRX (35.87). FBTAX has a lower initial minimum investment than FRBRX: FBTAX (0) vs FRBRX (1000000). FBTAX annual gain was more profitable for investors over the last year : -5.68 vs. FRBRX (-13.10). FBTAX return over 5 years is better than : -13.75 vs. FRBRX (-29.10).
| FBTAX | FRBRX | FBTAX / FRBRX | |
| Total Expense Ratio | 0.96 | 0.69 | 139% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | -1.213 | -1.988 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 696M | 186% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -5.68 | -13.10 | 43% |
| Returns for 3 years | 28.75 | 19.10 | 150% |
| Returns for 5 years | -13.75 | -29.10 | 47% |
| Returns for 10 years | -8.19 | -37.43 | 22% |
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