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FBTAX vs PHLQX
FBTAX vs PHLQX Comparison Chart
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FBTAX vs. PHLQX commentary
Jun 15, 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 has more cash in the bank: 1.4B vs. FBTAX (1.28B). FBTAX pays higher dividends than PHLQX: FBTAX (3.05) vs PHLQX (0.96). FBTAX was incepted earlier than PHLQX: FBTAX (24 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 : -7.14 vs. PHLQX (-16.38). FBTAX return over 5 years is better than : -8.77 vs. PHLQX (-17.77).
| FBTAX | PHLQX | FBTAX / PHLQX | |
| Total Expense Ratio | 0.96 | 0.77 | 125% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -2.573 | -3.935 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 1.4B | 91% |
| Annual Yield % from dividends | 3.05 | 0.96 | 318% |
| Returns for 1 year | -7.14 | -16.38 | 44% |
| Returns for 3 years | 45.29 | 16.98 | 267% |
| Returns for 5 years | -8.77 | -17.77 | 49% |
| Returns for 10 years | -6.12 | N/A | - |