Interact to see
Advertisement
Advertisement
FBTAX vs FHCCX
FBTAX vs FHCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. FHCCX commentary
Jul 27, 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 Hold.
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 : -10.90 vs. FHCCX (-20.18). FBTAX return over 5 years is better than : -6.65 vs. FHCCX (-21.35).
| 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 | 3.455 | -3.797 | -91% |
| 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 | -10.90 | -20.18 | 54% |
| Returns for 3 years | 31.44 | -11.03 | -285% |
| Returns for 5 years | -6.65 | -21.35 | 31% |
| Returns for 10 years | -6.26 | 0.35 | -1,800% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement