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FBTAX vs PJHRX
FBTAX vs PJHRX Comparison Chart in %
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FBTAX vs. PJHRX 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 PJHRX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. PJHRX (1.41B). FBTAX pays higher dividends than PJHRX: FBTAX (2.34) vs PJHRX (0.52). FBTAX was incepted earlier than PJHRX: FBTAX (25 years) vs PJHRX (14 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 (51.00). FBTAX (0) and PJHRX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 6.68 vs. PJHRX (-13.82). FBTAX return over 5 years is better than : 12.22 vs. PJHRX (-37.05).
| 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 | 14 years | - |
| Gain YTD | 30.577 | 7.982 | 383% |
| 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 | 0.52 | 453% |
| Returns for 1 year | 6.68 | -13.82 | -48% |
| Returns for 3 years | 54.53 | 13.10 | 416% |
| Returns for 5 years | 12.22 | -37.05 | -33% |
| Returns for 10 years | 57.74 | -28.06 | -206% |
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