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FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart
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FBTAX vs. LHCIX commentary
Mar 06, 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 StrongBuy and LHCIX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.5B vs. LHCIX (7.97M). 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 : 0.90 vs. FBTAX (-10.54). LHCIX return over 5 years is better than : 23.11 vs. FBTAX (3.47).
| 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 | -1.764 | 0.052 | -3,413% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 7.97M | 18,858% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -10.54 | 0.90 | -1,170% |
| Returns for 3 years | 19.20 | 11.29 | 170% |
| Returns for 5 years | 3.47 | 23.11 | 15% |
| Returns for 10 years | -0.82 | N/A | - |