Interact to see
Advertisement
Advertisement
DLHAX vs FBTAX
DLHAX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DLHAX vs. FBTAX commentary
Aug 17, 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: 1.4B vs. DLHAX (659M). FBTAX pays higher dividends than DLHAX: FBTAX (2.74) 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 : -3.79 vs. DLHAX (-16.37). FBTAX return over 5 years is better than : 1.58 vs. DLHAX (-10.13).
| 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 | 3.284 | 10.364 | 32% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 1.4B | 47% |
| Annual Yield % from dividends | 0.10 | 2.74 | 4% |
| Returns for 1 year | -16.37 | -3.79 | 432% |
| Returns for 3 years | -7.00 | 22.33 | -31% |
| Returns for 5 years | -10.13 | 1.58 | -642% |
| Returns for 10 years | 16.79 | 4.97 | 338% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement