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DLRHX vs FBTAX
DLRHX vs FBTAX Comparison Chart
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DLRHX vs. FBTAX commentary
Dec 19, 2024
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 StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. DLRHX (723M). 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 : 19.17 vs. DLRHX (0.19). FBTAX return over 5 years is better than : 3.72 vs. DLRHX (-9.37).
| 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 | -2.936 | 10.059 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 1.74B | 42% |
| Annual Yield % from dividends | 0.31 | 1.02 | 30% |
| Returns for 1 year | 0.19 | 19.17 | 1% |
| Returns for 3 years | -11.92 | 13.79 | -86% |
| Returns for 5 years | -9.37 | 3.72 | -252% |
| Returns for 10 years | 25.34 | 19.50 | 130% |