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FBTAX vs LHCFX
FBTAX vs LHCFX Comparison
Open Charts FBTAX vs LHCFX
FBTAX vs LHCFX Comparison Chart in %
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FBTAX vs. LHCFX commentary
Jun 24, 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 StrongBuy and LHCFX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LHCFX (8.15M). FBTAX pays higher dividends than LHCFX: FBTAX (1.13) vs LHCFX (0.25). FBTAX was incepted earlier than LHCFX: FBTAX (26 years) vs LHCFX (7 years). LHCFX (3.33) is less costly to investors than FBTAX (0.96). LHCFX is a more actively managed with annual turnover of: 91.00 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 : 55.47 vs. LHCFX (21.49). FBTAX return over 5 years is better than : 27.26 vs. LHCFX (8.22).
| FBTAX | LHCFX | FBTAX / LHCFX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.33 | 29% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 6.571 | -3.329 | -197% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 8.15M | 23,332% |
| Annual Yield % from dividends | 1.13 | 0.25 | 447% |
| Returns for 1 year | 55.47 | 21.49 | 258% |
| Returns for 3 years | 67.09 | 21.21 | 316% |
| Returns for 5 years | 27.26 | 8.22 | 331% |
| Returns for 10 years | 127.66 | N/A | - |
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