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FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart in %
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FBTAX vs. PHLQX commentary
Jul 28, 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 PHLQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PHLQX (1.36B) and FBTAX (1.3B) have equal amount of cash in the bank . FBTAX pays higher dividends than PHLQX: FBTAX (2.95) vs PHLQX (0.93). FBTAX was incepted earlier than PHLQX: FBTAX (25 years) vs PHLQX (10 years). FBTAX (0.96) is less costly to investors than PHLQX (0.77). PHLQX is a more actively managed with annual turnover of: 79.00 vs. FBTAX (73.00). FBTAX (0) and PHLQX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -10.87 vs. PHLQX (-17.48). FBTAX return over 5 years is better than : -6.61 vs. PHLQX (-22.88).
| FBTAX | PHLQX | FBTAX / PHLQX | |
| Total Expense Ratio | 0.96 | 0.77 | 125% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 3.491 | -2.389 | -146% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.36B | 95% |
| Annual Yield % from dividends | 2.95 | 0.93 | 318% |
| Returns for 1 year | -10.87 | -17.48 | 62% |
| Returns for 3 years | 31.49 | 5.89 | 534% |
| Returns for 5 years | -6.61 | -22.88 | 29% |
| Returns for 10 years | -6.23 | N/A | - |
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