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FBTAX vs FHCCX
FBTAX vs FHCCX Comparison Chart in %
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FBTAX vs. FHCCX commentary
Jul 06, 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 FBTAX is a Buy and FHCCX is a Buy.
FUNDAMENTALS
Fundamentals
FHCCX has more cash in the bank: 3.35B vs. FBTAX (1.3B). FBTAX pays higher dividends than FHCCX: FBTAX (2.95) vs FHCCX (0.00). FBTAX was incepted earlier than FHCCX: FBTAX (25 years) vs FHCCX (28 years). FHCCX (1.69) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FHCCX (37.00). FBTAX (0) and FHCCX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -5.68 vs. FHCCX (-16.96). FBTAX return over 5 years is better than : -13.75 vs. FHCCX (-20.57).
| FBTAX | FHCCX | FBTAX / FHCCX | |
| Total Expense Ratio | 0.96 | 1.69 | 57% |
| Annual Report Gross Expense Ratio | 0.96 | 1.69 | 57% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -1.213 | -3.925 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 3.35B | 39% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -5.68 | -16.96 | 33% |
| Returns for 3 years | 28.75 | -7.44 | -386% |
| Returns for 5 years | -13.75 | -20.57 | 67% |
| Returns for 10 years | -8.19 | 2.77 | -295% |
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