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FBTAX vs LHCCX
FBTAX vs LHCCX Comparison Chart
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FBTAX vs. LHCCX 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 LHCCX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.37B vs. LHCCX (7.15M). FBTAX pays higher dividends than LHCCX: FBTAX (2.96) vs LHCCX (0.00). FBTAX was incepted earlier than LHCCX: FBTAX (24 years) vs LHCCX (6 years). LHCCX (4.09) is less costly to investors than FBTAX (0.96). LHCCX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX has a lower initial minimum investment than LHCCX: FBTAX (0) vs LHCCX (1500). LHCCX annual gain was more profitable for investors over the last year : -9.10 vs. FBTAX (-10.54). LHCCX return over 5 years is better than : -1.64 vs. FBTAX (-14.23).
| FBTAX | LHCCX | FBTAX / LHCCX | |
| Total Expense Ratio | 0.96 | 1.78 | 54% |
| Annual Report Gross Expense Ratio | 0.96 | 4.09 | 23% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -7.865 | -8.750 | 90% |
| Front Load | 6% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -10.54 | -9.10 | 116% |
| Returns for 3 years | 24.84 | 4.42 | 563% |
| Returns for 5 years | -14.23 | -1.64 | 868% |
| Returns for 10 years | -10.67 | N/A | - |
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