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FBTAX vs PDFDX
FBTAX vs PDFDX Comparison Chart in %
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FBTAX vs. PDFDX commentary
Jul 27, 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 PDFDX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. PDFDX (6.14M). FBTAX pays higher dividends than PDFDX: FBTAX (2.95) vs PDFDX (0.00). FBTAX was incepted earlier than PDFDX: FBTAX (25 years) vs PDFDX (27 years). PDFDX (4.48) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. PDFDX (10.08). FBTAX has a lower initial minimum investment than PDFDX: FBTAX (0) vs PDFDX (2500). PDFDX annual gain was more profitable for investors over the last year : 4.79 vs. FBTAX (-10.87). FBTAX return over 5 years is better than : -6.61 vs. PDFDX (-8.86).
| FBTAX | PDFDX | FBTAX / PDFDX | |
| Total Expense Ratio | 0.96 | 2.50 | 38% |
| Annual Report Gross Expense Ratio | 0.96 | 4.48 | 21% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 3.491 | -10.425 | -33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 6.14M | 21,125% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -10.87 | 4.79 | -227% |
| Returns for 3 years | 31.49 | 5.99 | 526% |
| Returns for 5 years | -6.61 | -8.86 | 75% |
| Returns for 10 years | -6.23 | 27.45 | -23% |
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