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FBTAX vs LHCFX
FBTAX vs LHCFX Comparison Chart
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FBTAX vs. LHCFX commentary
Apr 25, 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 LHCFX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. LHCFX (7.21M). FBTAX pays higher dividends than LHCFX: FBTAX (2.97) vs LHCFX (0.48). FBTAX was incepted earlier than LHCFX: FBTAX (24 years) vs LHCFX (6 years). LHCFX (3.38) is less costly to investors than FBTAX (0.96). LHCFX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX (0) and LHCFX (0) have matching initial minimum investment requirements. LHCFX annual gain was more profitable for investors over the last year : -3.30 vs. FBTAX (-10.26). LHCFX return over 5 years is better than : 10.10 vs. FBTAX (-10.50).
| FBTAX | LHCFX | FBTAX / LHCFX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.38 | 28% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -9.408 | -7.887 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 7.21M | 19,285% |
| Annual Yield % from dividends | 2.97 | 0.48 | 622% |
| Returns for 1 year | -10.26 | -3.30 | 310% |
| Returns for 3 years | 8.25 | 2.03 | 407% |
| Returns for 5 years | -10.50 | 10.10 | -104% |
| Returns for 10 years | -8.79 | N/A | - |