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FBTAX vs LHCFX
FBTAX vs LHCFX Comparison Chart in %
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FBTAX vs. LHCFX commentary
Oct 16, 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 Hold and LHCFX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. LHCFX (8.12M). FBTAX pays higher dividends than LHCFX: FBTAX (2.34) vs LHCFX (0.43). FBTAX was incepted earlier than LHCFX: FBTAX (25 years) vs LHCFX (6 years). LHCFX (3.19) is less costly to investors than FBTAX (0.96). LHCFX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (51.00). FBTAX (0) and LHCFX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 5.25 vs. LHCFX (1.84). FBTAX return over 5 years is better than : 10.20 vs. LHCFX (2.09).
| FBTAX | LHCFX | FBTAX / LHCFX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.19 | 30% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 28.225 | 7.887 | 358% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 8.12M | 19,810% |
| Annual Yield % from dividends | 2.34 | 0.43 | 538% |
| Returns for 1 year | 5.25 | 1.84 | 285% |
| Returns for 3 years | 54.20 | 29.99 | 181% |
| Returns for 5 years | 10.20 | 2.09 | 488% |
| Returns for 10 years | 50.81 | N/A | - |
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