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FBTAX vs FRBRX
FBTAX vs FRBRX Comparison Chart
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FBTAX vs. FRBRX commentary
Jun 16, 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: 1.28B vs. FRBRX (707M). FBTAX pays higher dividends than FRBRX: FBTAX (3.05) vs FRBRX (0.00). FBTAX was incepted earlier than FRBRX: FBTAX (24 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 : -7.14 vs. FRBRX (-13.70). FBTAX return over 5 years is better than : -8.77 vs. FRBRX (-23.00).
| FBTAX | FRBRX | FBTAX / FRBRX | |
| Total Expense Ratio | 0.96 | 0.69 | 139% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | -2.573 | -1.594 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 707M | 180% |
| Annual Yield % from dividends | 3.05 | 0.00 | - |
| Returns for 1 year | -7.14 | -13.70 | 52% |
| Returns for 3 years | 45.29 | 35.69 | 127% |
| Returns for 5 years | -8.77 | -23.00 | 38% |
| Returns for 10 years | -6.12 | -36.29 | 17% |
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