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FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart in %
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FBTAX vs. PHLQX commentary
Jul 07, 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
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 (9 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 : -5.68 vs. PHLQX (-15.40). FBTAX return over 5 years is better than : -13.75 vs. PHLQX (-24.31).
| 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 | 9 years | - |
| Gain YTD | -1.213 | -4.413 | 27% |
| 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 | -5.68 | -15.40 | 37% |
| Returns for 3 years | 28.75 | 6.03 | 476% |
| Returns for 5 years | -13.75 | -24.31 | 57% |
| Returns for 10 years | -8.19 | N/A | - |
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