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DLRHX vs FBTAX
DLRHX vs FBTAX Comparison Chart in %
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DLRHX vs. FBTAX commentary
Jun 26, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. DLRHX (648M). FBTAX pays higher dividends than DLRHX: FBTAX (3.05) vs DLRHX (0.00). DLRHX was incepted earlier than FBTAX: DLRHX (15 years) vs FBTAX (25 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. FBTAX annual gain was more profitable for investors over the last year : -9.30 vs. DLRHX (-17.08). FBTAX return over 5 years is better than : -13.65 vs. DLRHX (-16.63).
| 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 | 25 years | - |
| Gain YTD | -2.822 | -3.124 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 648M | 1.28B | 51% |
| Annual Yield % from dividends | 0.00 | 3.05 | - |
| Returns for 1 year | -17.08 | -9.30 | 184% |
| Returns for 3 years | -12.03 | 23.97 | -50% |
| Returns for 5 years | -16.63 | -13.65 | 122% |
| Returns for 10 years | 4.21 | -9.55 | -44% |
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