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FBTAX vs FHCIX
FBTAX vs FHCIX Comparison Chart in %
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FBTAX vs. FHCIX commentary
Oct 22, 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 Hold and FHCIX is a Buy.
FUNDAMENTALS
Fundamentals
FHCIX has more cash in the bank: 3.28B vs. FBTAX (1.61B). FBTAX pays higher dividends than FHCIX: FBTAX (2.34) vs FHCIX (0.00). FBTAX was incepted earlier than FHCIX: FBTAX (25 years) vs FHCIX (29 years). FBTAX (0.96) is less costly to investors than FHCIX (0.68). FHCIX (52.00) and FBTAX (51.00) have comparable annual turnover. FBTAX (0) and FHCIX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 6.06 vs. FHCIX (-10.57). FBTAX return over 5 years is better than : 17.86 vs. FHCIX (-1.19).
| FBTAX | FHCIX | FBTAX / FHCIX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 0.68 | 141% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 30.577 | 8.041 | 380% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 3.28B | 49% |
| Annual Yield % from dividends | 2.34 | 0.00 | - |
| Returns for 1 year | 6.06 | -10.57 | -57% |
| Returns for 3 years | 56.36 | 12.06 | 467% |
| Returns for 5 years | 17.86 | -1.19 | -1,500% |
| Returns for 10 years | 53.45 | 76.59 | 70% |
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