FBTAX
Price
$37.13
Change
-$1.17 (-3.05%)
Updated
Jun 2 closing price
Net Assets
1.9B
LHCCX
Price
$19.81
Change
-$0.68 (-3.32%)
Updated
Jun 2 closing price
Net Assets
7.99M
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FBTAX vs LHCCX

Header iconFBTAX vs LHCCX Comparison
Open Charts FBTAX vs LHCCXBanner chart's image
FBTAX vs LHCCX Comparison Chart in %
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FBTAX vs. LHCCX commentary
Jun 04, 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 LHCCX is a Hold.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LHCCX (8M). FBTAX pays higher dividends than LHCCX: FBTAX (1.13) vs LHCCX (0.00). FBTAX was incepted earlier than LHCCX: FBTAX (25 years) vs LHCCX (7 years). LHCCX (4.23) is less costly to investors than FBTAX (0.96). LHCCX is a more actively managed with annual turnover of: 91.00 vs. FBTAX (51.00). FBTAX has a lower initial minimum investment than LHCCX: FBTAX (0) vs LHCCX (1500). FBTAX annual gain was more profitable for investors over the last year : 50.10 vs. LHCCX (18.85). FBTAX return over 5 years is better than : 29.40 vs. LHCCX (7.45).
FBTAXLHCCXFBTAX / LHCCX
Total Expense Ratio0.961.7854%
Annual Report Gross Expense Ratio0.964.2323%
Fund Existence25 years7 years-
Gain YTD2.297-4.609-50%
Front Load6%N/A-
Min. Initial Investment01500-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B8M23,790%
Annual Yield % from dividends1.130.00-
Returns for 1 year50.1018.85266%
Returns for 3 years59.9416.09373%
Returns for 5 years29.407.45395%
Returns for 10 years91.09N/A-
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