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FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart
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FBTAX vs. LHCIX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.37B vs. LHCIX (7.26M). FBTAX pays higher dividends than LHCIX: FBTAX (2.96) vs LHCIX (0.59). FBTAX was incepted earlier than LHCIX: FBTAX (24 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). LHCIX annual gain was more profitable for investors over the last year : -6.86 vs. FBTAX (-10.54). LHCIX return over 5 years is better than : 5.27 vs. FBTAX (-14.23).
| FBTAX | LHCIX | FBTAX / LHCIX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.09 | 31% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -7.865 | -6.925 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 7.26M | 18,802% |
| Annual Yield % from dividends | 2.96 | 0.59 | 501% |
| Returns for 1 year | -10.54 | -6.86 | 154% |
| Returns for 3 years | 24.84 | 10.00 | 248% |
| Returns for 5 years | -14.23 | 5.27 | -270% |
| Returns for 10 years | -10.67 | N/A | - |
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