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FBTAX vs LHCIX
FBTAX vs LHCIX Comparison
Open Charts FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart in %
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FBTAX vs. LHCIX commentary
Jul 27, 2026
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: 2.2B vs. LHCIX (8.63M). FBTAX pays higher dividends than LHCIX: FBTAX (0.98) vs LHCIX (0.35). FBTAX was incepted earlier than LHCIX: FBTAX (26 years) vs LHCIX (7 years). LHCIX (3.23) is less costly to investors than FBTAX (0.96). LHCIX is a more actively managed with annual turnover of: 91.00 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 : 65.15 vs. LHCIX (28.17). FBTAX return over 5 years is better than : 45.96 vs. LHCIX (13.25).
| FBTAX | LHCIX | FBTAX / LHCIX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.23 | 30% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 22.756 | 3.958 | 575% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 8.63M | 25,527% |
| Annual Yield % from dividends | 0.98 | 0.35 | 282% |
| Returns for 1 year | 65.15 | 28.17 | 231% |
| Returns for 3 years | 94.09 | 32.21 | 292% |
| Returns for 5 years | 45.96 | 13.25 | 347% |
| Returns for 10 years | 134.15 | N/A | - |
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