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FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart in %
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FBTAX vs. LHCIX commentary
Nov 20, 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 LHCIX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. LHCIX (8.81M). FBTAX pays higher dividends than LHCIX: FBTAX (2.16) vs LHCIX (0.51). FBTAX was incepted earlier than LHCIX: FBTAX (25 years) vs LHCIX (6 years). LHCIX (3.09) is less costly to investors than FBTAX (0.96). LHCIX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (51.00). FBTAX has a lower initial minimum investment than LHCIX: FBTAX (0) vs LHCIX (1000000). FBTAX annual gain was more profitable for investors over the last year : 32.79 vs. LHCIX (15.70). FBTAX return over 5 years is better than : 20.15 vs. LHCIX (10.59).
| FBTAX | LHCIX | FBTAX / LHCIX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.09 | 31% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 40.647 | 17.106 | 238% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 8.81M | 19,764% |
| Annual Yield % from dividends | 2.16 | 0.51 | 426% |
| Returns for 1 year | 32.79 | 15.70 | 209% |
| Returns for 3 years | 63.64 | 32.30 | 197% |
| Returns for 5 years | 20.15 | 10.59 | 190% |
| Returns for 10 years | 56.33 | N/A | - |
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