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DLRHX vs FBTAX
DLRHX vs FBTAX Comparison
Open Charts DLRHX vs FBTAX
DLRHX vs FBTAX Comparison Chart in %
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DLRHX vs. FBTAX commentary
Jul 25, 2026
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: 2.2B vs. DLRHX (751M). DLRHX pays higher dividends than FBTAX: DLRHX (2.20) vs FBTAX (0.98). DLRHX was incepted earlier than FBTAX: DLRHX (16 years) vs FBTAX (26 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 (4.00). DLRHX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 65.47 vs. DLRHX (16.42). FBTAX return over 5 years is better than : 46.24 vs. DLRHX (-4.33).
| 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 | 26 years | - |
| Gain YTD | 4.650 | 22.997 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 2.2B | 34% |
| Annual Yield % from dividends | 2.20 | 0.98 | 224% |
| Returns for 1 year | 16.42 | 65.47 | 25% |
| Returns for 3 years | 11.35 | 94.47 | 12% |
| Returns for 5 years | -4.33 | 46.24 | -9% |
| Returns for 10 years | 40.75 | 134.61 | 30% |
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