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FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart in %
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FBTAX vs. PHLQX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. PHLQX (1.49B). FBTAX pays higher dividends than PHLQX: FBTAX (2.16) vs PHLQX (0.80). 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 : 16.23 vs. PHLQX (-1.60). FBTAX return over 5 years is better than : 13.61 vs. PHLQX (-19.96).
| 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 | 35.575 | 15.969 | 223% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.49B | 117% |
| Annual Yield % from dividends | 2.16 | 0.80 | 271% |
| Returns for 1 year | 16.23 | -1.60 | -1,011% |
| Returns for 3 years | 56.91 | 27.62 | 206% |
| Returns for 5 years | 13.61 | -19.96 | -68% |
| Returns for 10 years | 53.69 | N/A | - |
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