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FBTAX vs PJHRX
FBTAX vs PJHRX Comparison Chart in %
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FBTAX vs. PJHRX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.84B vs. PJHRX (1.49B). FBTAX pays higher dividends than PJHRX: FBTAX (1.19) vs PJHRX (0.00). 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 : 44.47 vs. PJHRX (5.86). FBTAX return over 5 years is better than : 11.33 vs. PJHRX (-34.58).
| 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 | -0.935 | 1.489 | -63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 1.49B | 124% |
| Annual Yield % from dividends | 1.19 | 0.00 | - |
| Returns for 1 year | 44.47 | 5.86 | 759% |
| Returns for 3 years | 55.20 | 2.02 | 2,729% |
| Returns for 5 years | 11.33 | -34.58 | -33% |
| Returns for 10 years | 87.25 | -10.50 | -831% |
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