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FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart in %
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FBTAX vs. PHLQX commentary
Oct 19, 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 Hold and PHLQX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. PHLQX (1.41B). FBTAX pays higher dividends than PHLQX: FBTAX (2.34) vs PHLQX (0.87). 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 : 6.68 vs. PHLQX (-9.62). FBTAX return over 5 years is better than : 12.22 vs. PHLQX (-23.45).
| 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 | 30.577 | 8.576 | 357% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 1.41B | 114% |
| Annual Yield % from dividends | 2.34 | 0.87 | 270% |
| Returns for 1 year | 6.68 | -9.62 | -69% |
| Returns for 3 years | 54.53 | 22.59 | 241% |
| Returns for 5 years | 12.22 | -23.45 | -52% |
| Returns for 10 years | 57.74 | N/A | - |
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