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FBTAX vs FHCIX
FBTAX vs FHCIX Comparison Chart
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FBTAX vs. FHCIX commentary
Feb 05, 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 FHCIX is a Hold.
FUNDAMENTALS
Fundamentals
FHCIX has more cash in the bank: 4.19B vs. FBTAX (1.54B). FBTAX pays higher dividends than FHCIX: FBTAX (1.02) vs FHCIX (0.00). FBTAX was incepted earlier than FHCIX: FBTAX (24 years) vs FHCIX (28 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. FHCIX (47.00). FBTAX (0) and FHCIX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -3.10 vs. FHCIX (-3.33). FHCIX return over 5 years is better than : 6.26 vs. FBTAX (1.88).
| FBTAX | FHCIX | FBTAX / FHCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 0.625 | 5.382 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 4.19B | 37% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -3.10 | -3.33 | 93% |
| Returns for 3 years | 20.04 | 3.33 | 603% |
| Returns for 5 years | 1.88 | 6.26 | 30% |
| Returns for 10 years | 12.50 | 55.52 | 23% |
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