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DLHAX vs FBTAX
DLHAX vs FBTAX Comparison Chart in %
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DLHAX vs. FBTAX commentary
Jul 05, 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 Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. DLHAX (650M). FBTAX pays higher dividends than DLHAX: FBTAX (2.95) vs DLHAX (0.10). DLHAX was incepted earlier than FBTAX: DLHAX (18 years) vs FBTAX (25 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). FBTAX annual gain was more profitable for investors over the last year : -5.68 vs. DLHAX (-14.32). FBTAX return over 5 years is better than : -13.75 vs. DLHAX (-15.92).
| 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 | 25 years | - |
| Gain YTD | -1.642 | -1.213 | 135% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 1.3B | 50% |
| Annual Yield % from dividends | 0.10 | 2.95 | 3% |
| Returns for 1 year | -14.32 | -5.68 | 252% |
| Returns for 3 years | -9.46 | 28.75 | -33% |
| Returns for 5 years | -15.92 | -13.75 | 116% |
| Returns for 10 years | 12.55 | -8.19 | -153% |
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