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DLRHX vs FBTAX
DLRHX vs FBTAX Comparison Chart
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DLRHX 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 DLRHX is a Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. DLRHX (647M). FBTAX pays higher dividends than DLRHX: FBTAX (2.97) vs DLRHX (0.00). DLRHX was incepted earlier than FBTAX: DLRHX (15 years) vs FBTAX (24 years). DLRHX (1.50) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. DLRHX (5.00). DLRHX (0) and FBTAX (0) have matching initial minimum investment requirements. DLRHX annual gain was more profitable for investors over the last year : -13.89 vs. FBTAX (-14.81). FBTAX (-12.93) and DLRHX (-13.28) have equivalent 5 years return.
| DLRHX | FBTAX | DLRHX / FBTAX | |
| Total Expense Ratio | 1.46 | 0.96 | 152% |
| Annual Report Gross Expense Ratio | 1.50 | 0.96 | 156% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | -5.818 | -14.002 | 42% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 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 | -13.89 | -14.81 | 94% |
| Returns for 3 years | -19.97 | 1.10 | -1,819% |
| Returns for 5 years | -13.28 | -12.93 | 103% |
| Returns for 10 years | 7.01 | -16.28 | -43% |