Interact to see
Advertisement
Advertisement
FBTAX vs LHCAX
FBTAX vs LHCAX Comparison
Open Charts FBTAX vs LHCAX
FBTAX vs LHCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCAX commentary
Aug 23, 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 Hold and LHCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. LHCAX (9.12M). FBTAX pays higher dividends than LHCAX: FBTAX (0.99) vs LHCAX (0.14). FBTAX was incepted earlier than LHCAX: FBTAX (26 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 : 70.51 vs. LHCAX (29.33). FBTAX return over 5 years is better than : 59.32 vs. LHCAX (16.74).
| FBTAX | LHCAX | FBTAX / LHCAX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.48 | 28% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 34.802 | 10.440 | 333% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 9.12M | 24,128% |
| Annual Yield % from dividends | 0.99 | 0.14 | 683% |
| Returns for 1 year | 70.51 | 29.33 | 240% |
| Returns for 3 years | 116.70 | 44.50 | 262% |
| Returns for 5 years | 59.32 | 16.74 | 354% |
| Returns for 10 years | 143.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers