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FBTAX vs PJHRX
FBTAX vs PJHRX Comparison Chart in %
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FBTAX vs. PJHRX 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 PJHRX is a Buy.
FUNDAMENTALS
Fundamentals
PJHRX (1.36B) and FBTAX (1.3B) have equal amount of cash in the bank . FBTAX pays higher dividends than PJHRX: FBTAX (2.95) vs PJHRX (0.55). FBTAX was incepted earlier than PJHRX: FBTAX (25 years) vs PJHRX (13 years). PJHRX (1.73) is less costly to investors than FBTAX (0.96). PJHRX is a more actively managed with annual turnover of: 79.00 vs. FBTAX (73.00). FBTAX (0) and PJHRX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -5.68 vs. PJHRX (-19.35). FBTAX return over 5 years is better than : -13.75 vs. PJHRX (-37.76).
| FBTAX | PJHRX | FBTAX / PJHRX | |
| Total Expense Ratio | 0.96 | 1.48 | 65% |
| Annual Report Gross Expense Ratio | 0.96 | 1.73 | 55% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | -1.213 | -4.757 | 25% |
| 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 | 0.55 | 535% |
| Returns for 1 year | -5.68 | -19.35 | 29% |
| Returns for 3 years | 28.75 | -2.20 | -1,309% |
| Returns for 5 years | -13.75 | -37.76 | 36% |
| Returns for 10 years | -8.19 | -47.12 | 17% |
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