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DLHCX vs FBTAX
DLHCX vs FBTAX Comparison Chart
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DLHCX 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 DLHCX is a StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. DLHCX (723M). FBTAX pays higher dividends than DLHCX: FBTAX (1.02) vs DLHCX (0.00). DLHCX was incepted earlier than FBTAX: DLHCX (15 years) vs FBTAX (24 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. DLHCX (3.00). FBTAX has a lower initial minimum investment than DLHCX: FBTAX (0) vs DLHCX (1000). FBTAX annual gain was more profitable for investors over the last year : 19.17 vs. DLHCX (-1.84). FBTAX return over 5 years is better than : 3.72 vs. DLHCX (-14.07).
| DLHCX | FBTAX | DLHCX / FBTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | -4.554 | 10.059 | -45% |
| 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 | 0.00 | 1.02 | - |
| Returns for 1 year | -1.84 | 19.17 | -10% |
| Returns for 3 years | -15.13 | 13.79 | -110% |
| Returns for 5 years | -14.07 | 3.72 | -378% |
| Returns for 10 years | 16.11 | 19.50 | 83% |