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FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart in %
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FBTAX vs. PHLQX commentary
Feb 05, 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 PHLQX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. PHLQX (1.46B). FBTAX pays higher dividends than PHLQX: FBTAX (1.17) vs PHLQX (0.31). 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 (51.00). FBTAX (0) and PHLQX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 42.12 vs. PHLQX (2.61). FBTAX return over 5 years is better than : 12.38 vs. PHLQX (-21.74).
| 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 | 2.751 | -1.054 | -261% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 1.46B | 128% |
| Annual Yield % from dividends | 1.17 | 0.31 | 373% |
| Returns for 1 year | 42.12 | 2.61 | 1,615% |
| Returns for 3 years | 60.53 | 13.56 | 446% |
| Returns for 5 years | 12.38 | -21.74 | -57% |
| Returns for 10 years | 122.13 | 28.11 | 434% |
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