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FBTAX vs PJHRX
FBTAX vs PJHRX Comparison Chart in %
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FBTAX vs. PJHRX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. PJHRX (1.35B). FBTAX pays higher dividends than PJHRX: FBTAX (2.59) vs PJHRX (0.53). 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 (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 : -2.11 vs. PJHRX (-22.17). FBTAX return over 5 years is better than : 8.83 vs. PJHRX (-35.84).
| 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 | 14.884 | -0.702 | -2,119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 1.35B | 108% |
| Annual Yield % from dividends | 2.59 | 0.53 | 485% |
| Returns for 1 year | -2.11 | -22.17 | 10% |
| Returns for 3 years | 38.33 | 4.88 | 786% |
| Returns for 5 years | 8.83 | -35.84 | -25% |
| Returns for 10 years | 12.49 | -42.66 | -29% |