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DLHCX vs FBTAX
DLHCX vs FBTAX Comparison Chart
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DLHCX vs. FBTAX commentary
Apr 19, 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 Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. DLHCX (647M). FBTAX pays higher dividends than DLHCX: FBTAX (2.97) vs DLHCX (0.00). DLHCX was incepted earlier than FBTAX: DLHCX (15 years) vs FBTAX (24 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 (-14.81) and DLHCX (-15.32) have marching annual gain over last year. FBTAX return over 5 years is better than : -12.93 vs. DLHCX (-17.76).
| DLHCX | FBTAX | DLHCX / FBTAX | |
| Total Expense Ratio | 1.96 | 0.96 | 204% |
| Annual Report Gross Expense Ratio | 2.00 | 0.96 | 208% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | -5.958 | -14.002 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 1.39B | 47% |
| Annual Yield % from dividends | 0.00 | 2.97 | - |
| Returns for 1 year | -15.32 | -14.81 | 103% |
| Returns for 3 years | -22.87 | 1.10 | -2,083% |
| Returns for 5 years | -17.76 | -12.93 | 137% |
| Returns for 10 years | -0.89 | -16.28 | 5% |
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