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DLHAX vs FBTAX
DLHAX vs FBTAX Comparison Chart
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DLHAX vs. FBTAX commentary
Dec 19, 2024
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 DLHAX is a StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. DLHAX (723M). FBTAX pays higher dividends than DLHAX: FBTAX (1.02) vs DLHAX (0.51). DLHAX was incepted earlier than FBTAX: DLHAX (17 years) vs FBTAX (24 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. DLHAX (3.00). FBTAX has a lower initial minimum investment than DLHAX: FBTAX (0) vs DLHAX (1000). FBTAX annual gain was more profitable for investors over the last year : 19.17 vs. DLHAX (1.03). FBTAX return over 5 years is better than : 3.72 vs. DLHAX (-7.51).
| DLHAX | FBTAX | DLHAX / FBTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -2.327 | 10.059 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 1.74B | 42% |
| Annual Yield % from dividends | 0.51 | 1.02 | 50% |
| Returns for 1 year | 1.03 | 19.17 | 5% |
| Returns for 3 years | -10.64 | 13.79 | -77% |
| Returns for 5 years | -7.51 | 3.72 | -202% |
| Returns for 10 years | 29.23 | 19.50 | 150% |