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DLHIX vs FBTAX
DLHIX vs FBTAX Comparison Chart
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DLHIX vs. FBTAX commentary
Jan 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 DLHIX is a Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.56B vs. DLHIX (709M). 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 : -4.17 vs. DLHIX (-5.54). FBTAX return over 5 years is better than : -3.57 vs. DLHIX (-9.51).
| 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 | 0.125 | -4.116 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 1.56B | 46% |
| Annual Yield % from dividends | 0.75 | 1.02 | 73% |
| Returns for 1 year | -5.54 | -4.17 | 133% |
| Returns for 3 years | -9.57 | 14.00 | -68% |
| Returns for 5 years | -9.51 | -3.57 | 267% |
| Returns for 10 years | 29.95 | 4.14 | 723% |
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