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FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart
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FBTAX vs. LHCIX commentary
Apr 09, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. LHCIX (6.9M). FBTAX pays higher dividends than LHCIX: FBTAX (2.97) vs LHCIX (0.60). FBTAX was incepted earlier than LHCIX: FBTAX (24 years) vs LHCIX (6 years). LHCIX (3.28) 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 : -11.51 vs. FBTAX (-19.37). LHCIX return over 5 years is better than : 12.89 vs. FBTAX (-7.08).
| FBTAX | LHCIX | FBTAX / LHCIX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.28 | 29% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -15.031 | -12.662 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 6.9M | 20,151% |
| Annual Yield % from dividends | 2.97 | 0.60 | 498% |
| Returns for 1 year | -19.37 | -11.51 | 168% |
| Returns for 3 years | -6.98 | -10.90 | 64% |
| Returns for 5 years | -7.08 | 12.89 | -55% |
| Returns for 10 years | -16.80 | N/A | - |