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FBTAX vs FHCCX
FBTAX vs FHCCX Comparison Chart
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FBTAX vs. FHCCX commentary
May 24, 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: 3.57B vs. FBTAX (1.37B). FBTAX pays higher dividends than FHCCX: FBTAX (2.96) vs FHCCX (0.00). FBTAX was incepted earlier than FHCCX: FBTAX (24 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 : -10.54 vs. FHCCX (-20.88). FBTAX return over 5 years is better than : -14.23 vs. FHCCX (-20.50).
| FBTAX | FHCCX | FBTAX / FHCCX | |
| Total Expense Ratio | 0.96 | 1.69 | 57% |
| Annual Report Gross Expense Ratio | 0.96 | 1.69 | 57% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -7.865 | -7.363 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 3.57B | 38% |
| Annual Yield % from dividends | 2.96 | 0.00 | - |
| Returns for 1 year | -10.54 | -20.88 | 50% |
| Returns for 3 years | 24.84 | -9.13 | -272% |
| Returns for 5 years | -14.23 | -20.50 | 69% |
| Returns for 10 years | -10.67 | -1.71 | 622% |
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