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FBTAX vs LHCAX
FBTAX vs LHCAX Comparison Chart
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FBTAX vs. LHCAX commentary
Apr 04, 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 LHCAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. LHCAX (7.48M). FBTAX pays higher dividends than LHCAX: FBTAX (2.97) vs LHCAX (0.33). FBTAX was incepted earlier than LHCAX: FBTAX (24 years) vs LHCAX (6 years). LHCAX (3.53) is less costly to investors than FBTAX (0.96). LHCAX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX (6%) and LHCAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than LHCAX: FBTAX (0) vs LHCAX (1500). LHCAX annual gain was more profitable for investors over the last year : -3.68 vs. FBTAX (-12.66). LHCAX return over 5 years is better than : 30.80 vs. FBTAX (10.53).
| FBTAX | LHCAX | FBTAX / LHCAX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.53 | 27% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -6.211 | -5.115 | 121% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 7.48M | 18,594% |
| Annual Yield % from dividends | 2.97 | 0.33 | 896% |
| Returns for 1 year | -12.66 | -3.68 | 344% |
| Returns for 3 years | 2.83 | -1.76 | -161% |
| Returns for 5 years | 10.53 | 30.80 | 34% |
| Returns for 10 years | -4.32 | N/A | - |
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