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DLHIX vs FBTAX
DLHIX vs FBTAX Comparison Chart in %
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DLHIX 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 DLHIX is a Hold and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. DLHIX (704M). FBTAX pays higher dividends than DLHIX: FBTAX (2.16) vs DLHIX (0.32). DLHIX was incepted earlier than FBTAX: DLHIX (18 years) vs FBTAX (25 years). DLHIX (1.01) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. DLHIX (5.00). DLHIX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 31.98 vs. DLHIX (4.78). FBTAX return over 5 years is better than : 18.88 vs. DLHIX (1.41).
| DLHIX | FBTAX | DLHIX / FBTAX | |
| Total Expense Ratio | 0.96 | 0.96 | 100% |
| Annual Report Gross Expense Ratio | 1.01 | 0.96 | 105% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 18.117 | 40.831 | 44% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 1.74B | 40% |
| Annual Yield % from dividends | 0.32 | 2.16 | 15% |
| Returns for 1 year | 4.78 | 31.98 | 15% |
| Returns for 3 years | 5.24 | 63.86 | 8% |
| Returns for 5 years | 1.41 | 18.88 | 7% |
| Returns for 10 years | 39.95 | 56.54 | 71% |
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