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FBTAX vs PDFDX
FBTAX vs PDFDX Comparison Chart in %
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FBTAX vs. PDFDX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. PDFDX (6.35M). FBTAX pays higher dividends than PDFDX: FBTAX (2.74) 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 : 4.56 vs. FBTAX (-3.79). FBTAX return over 5 years is better than : 1.58 vs. PDFDX (-10.33).
| 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 | 10.364 | -6.520 | -159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 6.35M | 22,031% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -3.79 | 4.56 | -83% |
| Returns for 3 years | 22.33 | -0.92 | -2,434% |
| Returns for 5 years | 1.58 | -10.33 | -15% |
| Returns for 10 years | 4.97 | 36.48 | 14% |