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DLRHX vs FBTAX
DLRHX vs FBTAX Comparison Chart
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DLRHX vs. FBTAX commentary
Jan 31, 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 Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.56B vs. DLRHX (731M). FBTAX pays higher dividends than DLRHX: FBTAX (1.02) vs DLRHX (0.31). DLRHX was incepted earlier than FBTAX: DLRHX (15 years) vs FBTAX (24 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. DLRHX (3.00). DLRHX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -2.60 vs. DLRHX (-3.18). FBTAX return over 5 years is better than : 7.41 vs. DLRHX (-2.52).
| DLRHX | FBTAX | DLRHX / FBTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 4.603 | -0.772 | -596% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 731M | 1.56B | 47% |
| Annual Yield % from dividends | 0.31 | 1.02 | 30% |
| Returns for 1 year | -3.18 | -2.60 | 122% |
| Returns for 3 years | -6.76 | 18.57 | -36% |
| Returns for 5 years | -2.52 | 7.41 | -34% |
| Returns for 10 years | 29.72 | 9.06 | 328% |
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