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DLHCX vs FBTAX
DLHCX vs FBTAX Comparison Chart in %
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DLHCX vs. FBTAX commentary
Jul 27, 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 DLHCX is a Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. DLHCX (647M). FBTAX pays higher dividends than DLHCX: FBTAX (2.95) vs DLHCX (0.00). DLHCX was incepted earlier than FBTAX: DLHCX (16 years) vs FBTAX (25 years). DLHCX (2.00) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. DLHCX (5.00). 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 : -10.87 vs. DLHCX (-19.49). FBTAX return over 5 years is better than : -6.61 vs. DLHCX (-19.12).
| DLHCX | FBTAX | DLHCX / FBTAX | |
| Total Expense Ratio | 1.96 | 0.96 | 204% |
| Annual Report Gross Expense Ratio | 2.00 | 0.96 | 208% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -0.381 | 3.491 | -11% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 1.3B | 50% |
| Annual Yield % from dividends | 0.00 | 2.95 | - |
| Returns for 1 year | -19.49 | -10.87 | 179% |
| Returns for 3 years | -12.95 | 31.49 | -41% |
| Returns for 5 years | -19.12 | -6.61 | 289% |
| Returns for 10 years | 1.65 | -6.23 | -27% |
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