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FBTAX vs LHCAX
FBTAX vs LHCAX Comparison
Open Charts FBTAX vs LHCAX
FBTAX vs LHCAX Comparison Chart in %
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FBTAX vs. LHCAX commentary
Jun 20, 2026
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 LHCAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LHCAX (8.06M). FBTAX pays higher dividends than LHCAX: FBTAX (1.13) vs LHCAX (0.15). FBTAX was incepted earlier than LHCAX: FBTAX (25 years) vs LHCAX (7 years). LHCAX (3.48) is less costly to investors than FBTAX (0.96). LHCAX is a more actively managed with annual turnover of: 91.00 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 : 55.71 vs. LHCAX (21.10). FBTAX return over 5 years is better than : 27.22 vs. LHCAX (7.89).
| FBTAX | LHCAX | FBTAX / LHCAX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.48 | 28% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 6.571 | -3.465 | -190% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 8.06M | 23,604% |
| Annual Yield % from dividends | 1.13 | 0.15 | 741% |
| Returns for 1 year | 55.71 | 21.10 | 264% |
| Returns for 3 years | 58.52 | 18.48 | 317% |
| Returns for 5 years | 27.22 | 7.89 | 345% |
| Returns for 10 years | 117.04 | N/A | - |
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