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FBTAX vs PHLCX
FBTAX vs PHLCX Comparison Chart in %
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FBTAX vs. PHLCX 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 PHLCX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.84B vs. PHLCX (1.48B). FBTAX pays higher dividends than PHLCX: FBTAX (1.19) 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 : 44.47 vs. PHLCX (-19.48). FBTAX return over 5 years is better than : 11.33 vs. PHLCX (-69.94).
| 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 | -0.935 | 1.535 | -61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 1.48B | 125% |
| Annual Yield % from dividends | 1.19 | 0.17 | 718% |
| Returns for 1 year | 44.47 | -19.48 | -228% |
| Returns for 3 years | 55.20 | -39.83 | -139% |
| Returns for 5 years | 11.33 | -69.94 | -16% |
| Returns for 10 years | 87.25 | -65.88 | -132% |
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