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DLHAX vs FBTAX
DLHAX vs FBTAX Comparison Chart
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DLHAX vs. FBTAX commentary
Apr 18, 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 DLHAX is a Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. DLHAX (642M). FBTAX pays higher dividends than DLHAX: FBTAX (2.97) vs DLHAX (0.10). DLHAX was incepted earlier than FBTAX: DLHAX (18 years) vs FBTAX (24 years). DLHAX (1.25) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. DLHAX (5.00). DLHAX (6%) and FBTAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than DLHAX: FBTAX (0) vs DLHAX (1000). DLHAX annual gain was more profitable for investors over the last year : -13.38 vs. FBTAX (-14.81). DLHAX return over 5 years is better than : -11.51 vs. FBTAX (-12.93).
| DLHAX | FBTAX | DLHAX / FBTAX | |
| Total Expense Ratio | 1.21 | 0.96 | 126% |
| Annual Report Gross Expense Ratio | 1.25 | 0.96 | 130% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -5.768 | -14.002 | 41% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 1.39B | 46% |
| Annual Yield % from dividends | 0.10 | 2.97 | 3% |
| Returns for 1 year | -13.38 | -14.81 | 90% |
| Returns for 3 years | -18.82 | 1.10 | -1,715% |
| Returns for 5 years | -11.51 | -12.93 | 89% |
| Returns for 10 years | 10.32 | -16.28 | -63% |
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