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DLRHX vs FBTAX
DLRHX vs FBTAX Comparison Chart in %
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DLRHX vs. FBTAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. DLRHX (704M). FBTAX pays higher dividends than DLRHX: FBTAX (2.16) vs DLRHX (0.00). DLRHX was incepted earlier than FBTAX: DLRHX (16 years) vs FBTAX (25 years). DLRHX (1.51) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 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 : 31.98 vs. DLRHX (3.75). FBTAX return over 5 years is better than : 18.88 vs. DLRHX (-1.89).
| DLRHX | FBTAX | DLRHX / FBTAX | |
| Total Expense Ratio | 1.46 | 0.96 | 152% |
| Annual Report Gross Expense Ratio | 1.51 | 0.96 | 157% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 17.586 | 40.831 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 1.74B | 40% |
| Annual Yield % from dividends | 0.00 | 2.16 | - |
| Returns for 1 year | 3.75 | 31.98 | 12% |
| Returns for 3 years | 2.90 | 63.86 | 5% |
| Returns for 5 years | -1.89 | 18.88 | -10% |
| Returns for 10 years | 32.90 | 56.54 | 58% |
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