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FBTAX vs FHCIX
FBTAX vs FHCIX Comparison Chart
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FBTAX vs. FHCIX commentary
Mar 13, 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 StrongBuy and FHCIX is a Hold.
FUNDAMENTALS
Fundamentals
FHCIX has more cash in the bank: 3.96B vs. FBTAX (1.5B). FBTAX pays higher dividends than FHCIX: FBTAX (2.83) vs FHCIX (0.00). FBTAX was incepted earlier than FHCIX: FBTAX (24 years) vs FHCIX (29 years). FBTAX (0.96) is less costly to investors than FHCIX (0.69). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FHCIX (37.00). FBTAX (0) and FHCIX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -7.89 vs. FHCIX (-12.67). FBTAX return over 5 years is better than : 24.74 vs. FHCIX (22.16).
| FBTAX | FHCIX | FBTAX / FHCIX | |
| Total Expense Ratio | 0.96 | 0.69 | 139% |
| Annual Report Gross Expense Ratio | 0.96 | 0.69 | 139% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | -0.625 | -2.500 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 3.96B | 38% |
| Annual Yield % from dividends | 2.83 | 0.00 | - |
| Returns for 1 year | -7.89 | -12.67 | 62% |
| Returns for 3 years | 19.25 | -1.32 | -1,457% |
| Returns for 5 years | 24.74 | 22.16 | 112% |
| Returns for 10 years | -0.93 | 34.39 | -3% |