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FBTAX vs PDFDX
FBTAX vs PDFDX Comparison Chart in %
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FBTAX vs. PDFDX commentary
Jan 15, 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 Hold and PDFDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.84B vs. PDFDX (7.17M). FBTAX pays higher dividends than PDFDX: FBTAX (1.19) vs PDFDX (0.00). FBTAX was incepted earlier than PDFDX: FBTAX (25 years) vs PDFDX (28 years). PDFDX (4.69) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. PDFDX (10.08). FBTAX has a lower initial minimum investment than PDFDX: FBTAX (0) vs PDFDX (2500). FBTAX annual gain was more profitable for investors over the last year : 44.47 vs. PDFDX (10.53). FBTAX return over 5 years is better than : 11.33 vs. PDFDX (-38.46).
| FBTAX | PDFDX | FBTAX / PDFDX | |
| Total Expense Ratio | 0.96 | 2.50 | 38% |
| Annual Report Gross Expense Ratio | 0.96 | 4.69 | 20% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -0.935 | 4.484 | -21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 7.17M | 25,715% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | 44.47 | 10.53 | 422% |
| Returns for 3 years | 55.20 | 33.12 | 167% |
| Returns for 5 years | 11.33 | -38.46 | -29% |
| Returns for 10 years | 87.25 | 103.55 | 84% |
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