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DLHCX vs FBTAX
DLHCX vs FBTAX Comparison Chart in %
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DLHCX vs. FBTAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. DLHCX (704M). FBTAX pays higher dividends than DLHCX: FBTAX (2.16) vs DLHCX (0.00). DLHCX was incepted earlier than FBTAX: DLHCX (16 years) vs FBTAX (25 years). DLHCX (2.01) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 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 : 31.98 vs. DLHCX (2.04). FBTAX return over 5 years is better than : 18.88 vs. DLHCX (-6.93).
| DLHCX | FBTAX | DLHCX / FBTAX | |
| Total Expense Ratio | 1.96 | 0.96 | 204% |
| Annual Report Gross Expense Ratio | 2.01 | 0.96 | 209% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 17.064 | 40.831 | 42% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 1.74B | 40% |
| Annual Yield % from dividends | 0.00 | 2.16 | - |
| Returns for 1 year | 2.04 | 31.98 | 6% |
| Returns for 3 years | -0.81 | 63.86 | -1% |
| Returns for 5 years | -6.93 | 18.88 | -37% |
| Returns for 10 years | 23.08 | 56.54 | 41% |
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