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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
Jun 04, 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: 1.9B vs. DLRHX (695M). DLRHX pays higher dividends than FBTAX: DLRHX (2.32) vs FBTAX (1.13). 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 : 50.10 vs. DLRHX (13.24). FBTAX return over 5 years is better than : 29.40 vs. DLRHX (-8.46).
| 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 | -2.345 | 2.297 | -102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 1.9B | 37% |
| Annual Yield % from dividends | 2.32 | 1.13 | 205% |
| Returns for 1 year | 13.24 | 50.10 | 26% |
| Returns for 3 years | 4.60 | 59.94 | 8% |
| Returns for 5 years | -8.46 | 29.40 | -29% |
| Returns for 10 years | 33.91 | 91.09 | 37% |
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