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FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart
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FBTAX vs. LHCIX commentary
Jan 31, 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 LHCIX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.56B vs. LHCIX (8.66M). FBTAX pays higher dividends than LHCIX: FBTAX (1.02) vs LHCIX (0.00). FBTAX was incepted earlier than LHCIX: FBTAX (24 years) vs LHCIX (6 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. LHCIX (74.00). FBTAX has a lower initial minimum investment than LHCIX: FBTAX (0) vs LHCIX (1000000). LHCIX annual gain was more profitable for investors over the last year : 11.14 vs. FBTAX (-3.35). LHCIX return over 5 years is better than : 28.29 vs. FBTAX (7.41).
| FBTAX | LHCIX | FBTAX / LHCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -0.772 | 5.116 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 8.66M | 17,966% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -3.35 | 11.14 | -30% |
| Returns for 3 years | 22.13 | 20.36 | 109% |
| Returns for 5 years | 7.41 | 28.29 | 26% |
| Returns for 10 years | 7.73 | N/A | - |
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