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FBTAX vs PDFDX
FBTAX vs PDFDX Comparison Chart in %
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FBTAX vs. PDFDX commentary
Feb 04, 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 PDFDX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. PDFDX (6.77M). FBTAX pays higher dividends than PDFDX: FBTAX (1.17) 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 : 42.12 vs. PDFDX (1.46). FBTAX return over 5 years is better than : 12.38 vs. PDFDX (-49.39).
| 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 | 2.751 | -1.094 | -252% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 6.77M | 27,579% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 42.12 | 1.46 | 2,888% |
| Returns for 3 years | 60.53 | 17.02 | 356% |
| Returns for 5 years | 12.38 | -49.39 | -25% |
| Returns for 10 years | 122.13 | 108.05 | 113% |
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