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DLHIX vs FBTAX
DLHIX vs FBTAX Comparison Chart
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DLHIX 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 DLHIX is a StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. DLHIX (723M). FBTAX pays higher dividends than DLHIX: FBTAX (1.02) vs DLHIX (0.75). DLHIX was incepted earlier than FBTAX: DLHIX (17 years) vs FBTAX (24 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. DLHIX (3.00). DLHIX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 19.17 vs. DLHIX (1.69). FBTAX return over 5 years is better than : 3.72 vs. DLHIX (-6.37).
| DLHIX | FBTAX | DLHIX / FBTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -1.974 | 10.059 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 1.74B | 42% |
| Annual Yield % from dividends | 0.75 | 1.02 | 73% |
| Returns for 1 year | 1.69 | 19.17 | 9% |
| Returns for 3 years | -9.96 | 13.79 | -72% |
| Returns for 5 years | -6.37 | 3.72 | -171% |
| Returns for 10 years | 31.96 | 19.50 | 164% |
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