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FBTAX vs PHLCX
FBTAX vs PHLCX Comparison Chart in %
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FBTAX vs. PHLCX 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 PHLCX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. PHLCX (1.46B). FBTAX pays higher dividends than PHLCX: FBTAX (1.17) vs PHLCX (0.17). FBTAX was incepted earlier than PHLCX: FBTAX (25 years) vs PHLCX (27 years). PHLCX (1.96) is less costly to investors than FBTAX (0.96). PHLCX is a more actively managed with annual turnover of: 79.00 vs. FBTAX (51.00). FBTAX has a lower initial minimum investment than PHLCX: FBTAX (0) vs PHLCX (1000). FBTAX annual gain was more profitable for investors over the last year : 42.12 vs. PHLCX (-25.85). FBTAX return over 5 years is better than : 12.38 vs. PHLCX (-70.74).
| FBTAX | PHLCX | FBTAX / PHLCX | |
| Total Expense Ratio | 0.96 | 1.96 | 49% |
| Annual Report Gross Expense Ratio | 0.96 | 1.96 | 49% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 2.751 | -1.126 | -244% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 1.46B | 128% |
| Annual Yield % from dividends | 1.17 | 0.17 | 700% |
| Returns for 1 year | 42.12 | -25.85 | -163% |
| Returns for 3 years | 60.53 | -40.59 | -149% |
| Returns for 5 years | 12.38 | -70.74 | -18% |
| Returns for 10 years | 122.13 | -63.88 | -191% |
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