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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.43B vs. LHCAX (8.62M). FBTAX pays higher dividends than LHCAX: FBTAX (0.91) 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 : 53.71 vs. LHCAX (19.05). FBTAX return over 5 years is better than : 46.13 vs. LHCAX (9.21).
| 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 | 28.259 | 4.620 | 612% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 8.62M | 28,142% |
| Annual Yield % from dividends | 0.91 | 0.14 | 653% |
| Returns for 1 year | 53.71 | 19.05 | 282% |
| Returns for 3 years | 104.68 | 36.02 | 291% |
| Returns for 5 years | 46.13 | 9.21 | 501% |
| Returns for 10 years | 141.86 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NLSI | 58.20 | 0.95 | +1.65% |
| NEOS Long/Short Equity Income ETF | |||
| TFPN | 30.28 | 0.09 | +0.31% |
| Blueprint Chesapeake Multi-Asst Trnd ETF | |||
| SIL | 96.36 | 0.16 | +0.17% |
| Global X Silver Miners ETF | |||
| LQDH | 92.47 | 0.09 | +0.10% |
| iShares Interest Rate Hedged Corp Bd ETF | |||
| VBCF | 73.31 | -0.15 | -0.21% |
| Vanguard Target Maturity 2032 Corp BdETF | |||