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FBTAX vs LHCAX
FBTAX vs LHCAX Comparison Chart
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FBTAX vs. LHCAX commentary
May 23, 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 LHCAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.37B vs. LHCAX (7.15M). FBTAX pays higher dividends than LHCAX: FBTAX (2.96) vs LHCAX (0.33). FBTAX was incepted earlier than LHCAX: FBTAX (24 years) vs LHCAX (6 years). LHCAX (3.34) 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 : -8.37 vs. FBTAX (-10.54). LHCAX return over 5 years is better than : 2.46 vs. FBTAX (-14.23).
| FBTAX | LHCAX | FBTAX / LHCAX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.34 | 29% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -7.865 | -8.455 | 93% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 7.15M | 19,099% |
| Annual Yield % from dividends | 2.96 | 0.33 | 900% |
| Returns for 1 year | -10.54 | -8.37 | 126% |
| Returns for 3 years | 24.84 | 6.81 | 365% |
| Returns for 5 years | -14.23 | 2.46 | -579% |
| Returns for 10 years | -10.67 | N/A | - |
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