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FBTAX vs FRBRX
FBTAX vs FRBRX Comparison Chart in %
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FBTAX vs. FRBRX commentary
Feb 05, 2026
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 StrongBuy and FRBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. FRBRX (1.03B). FRBRX pays higher dividends than FBTAX: FRBRX (2.05) vs FBTAX (1.17). 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). FBTAX (42.12) and FRBRX (41.00) have marching annual gain over last year. FBTAX return over 5 years is better than : 12.38 vs. FRBRX (-2.88).
| 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 | 2.751 | 1.867 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 1.03B | 182% |
| Annual Yield % from dividends | 1.17 | 2.05 | 57% |
| Returns for 1 year | 42.12 | 41.00 | 103% |
| Returns for 3 years | 60.53 | 57.19 | 106% |
| Returns for 5 years | 12.38 | -2.88 | -430% |
| Returns for 10 years | 122.13 | 55.34 | 221% |
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