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DLRHX vs FBTAX
DLRHX vs FBTAX Comparison Chart in %
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DLRHX vs. FBTAX commentary
Sep 14, 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: 1.46B vs. DLRHX (652M). FBTAX pays higher dividends than DLRHX: FBTAX (2.59) 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 : -3.44 vs. DLRHX (-16.09). FBTAX return over 5 years is better than : 9.84 vs. DLRHX (-7.72).
| 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 | 5.732 | 14.259 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 1.46B | 45% |
| Annual Yield % from dividends | 0.00 | 2.59 | - |
| Returns for 1 year | -16.09 | -3.44 | 468% |
| Returns for 3 years | -0.70 | 32.18 | -2% |
| Returns for 5 years | -7.72 | 9.84 | -78% |
| Returns for 10 years | 23.24 | 15.53 | 150% |
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