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FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart in %
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FBTAX vs. LHCIX commentary
Aug 17, 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: 1.4B vs. LHCIX (7.54M). FBTAX pays higher dividends than LHCIX: FBTAX (2.74) vs LHCIX (0.60). 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 (73.00). 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 : -3.79 vs. LHCIX (-5.28). LHCIX return over 5 years is better than : 5.01 vs. FBTAX (1.58).
| 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 | 10.364 | -0.620 | -1,671% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 7.54M | 18,559% |
| Annual Yield % from dividends | 2.74 | 0.60 | 455% |
| Returns for 1 year | -3.79 | -5.28 | 72% |
| Returns for 3 years | 22.33 | 7.11 | 314% |
| Returns for 5 years | 1.58 | 5.01 | 32% |
| Returns for 10 years | 4.97 | N/A | - |
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