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FBTAX vs FRBRX
FBTAX vs FRBRX Comparison Chart in %
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FBTAX vs. FRBRX 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 FRBRX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. FRBRX (1.03B). FBTAX pays higher dividends than FRBRX: FBTAX (1.95) vs FRBRX (0.00). FBTAX was incepted earlier than FRBRX: FBTAX (25 years) vs FRBRX (13 years). FBTAX (0.96) is less costly to investors than FRBRX (0.77). FBTAX is a more actively managed with annual turnover of: 51.00 vs. FRBRX (21.87). FBTAX has a lower initial minimum investment than FRBRX: FBTAX (0) vs FRBRX (1000000). FRBRX (28.88) and FBTAX (27.92) have marching annual gain over last year. FBTAX return over 5 years is better than : 16.19 vs. FRBRX (-0.40).
| FBTAX | FRBRX | FBTAX / FRBRX | |
| Total Expense Ratio | 0.96 | 0.67 | 143% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 43.219 | 50.847 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| 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 | 28.88 | 97% |
| Returns for 3 years | 58.87 | 62.34 | 94% |
| Returns for 5 years | 16.19 | -0.40 | -4,066% |
| Returns for 10 years | 58.76 | 11.30 | 520% |
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