Interact to see
Advertisement
Advertisement
FBTAX vs LHCAX
FBTAX vs LHCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. LHCAX (8.81M). FBTAX pays higher dividends than LHCAX: FBTAX (2.16) vs LHCAX (0.28). FBTAX was incepted earlier than LHCAX: FBTAX (25 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 (51.00). FBTAX (6%) and LHCAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than LHCAX: FBTAX (0) vs LHCAX (1500). FBTAX annual gain was more profitable for investors over the last year : 32.79 vs. LHCAX (15.40). FBTAX return over 5 years is better than : 20.15 vs. LHCAX (9.28).
| FBTAX | LHCAX | FBTAX / LHCAX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.34 | 29% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 40.647 | 16.858 | 241% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 8.81M | 19,764% |
| Annual Yield % from dividends | 2.16 | 0.28 | 766% |
| Returns for 1 year | 32.79 | 15.40 | 213% |
| Returns for 3 years | 63.64 | 31.48 | 202% |
| Returns for 5 years | 20.15 | 9.28 | 217% |
| Returns for 10 years | 56.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement