Interact to see
Advertisement
Advertisement
DLRHX vs FBTAX
DLRHX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DLRHX vs. FBTAX commentary
Aug 03, 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: 1.4B vs. DLRHX (627M). FBTAX pays higher dividends than DLRHX: FBTAX (2.74) vs DLRHX (0.00). DLRHX was incepted earlier than FBTAX: DLRHX (16 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 : -10.42 vs. DLRHX (-20.80). FBTAX return over 5 years is better than : -4.60 vs. DLRHX (-17.31).
| DLRHX | FBTAX | DLRHX / FBTAX | |
| Total Expense Ratio | 1.46 | 0.96 | 152% |
| Annual Report Gross Expense Ratio | 1.50 | 0.96 | 156% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -3.257 | 3.749 | -87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 1.4B | 45% |
| Annual Yield % from dividends | 0.00 | 2.74 | - |
| Returns for 1 year | -20.80 | -10.42 | 199% |
| Returns for 3 years | -11.52 | 34.78 | -33% |
| Returns for 5 years | -17.31 | -4.60 | 376% |
| Returns for 10 years | 5.64 | -6.38 | -88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement