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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
Jun 15, 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 Buy and LHCIX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LHCIX (8.03M). FBTAX pays higher dividends than LHCIX: FBTAX (1.13) vs LHCIX (0.37). FBTAX was incepted earlier than LHCIX: FBTAX (25 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 : 48.47 vs. LHCIX (18.72). FBTAX return over 5 years is better than : 23.67 vs. LHCIX (8.36).
| FBTAX | LHCIX | FBTAX / LHCIX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.23 | 30% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 4.594 | -3.650 | -126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 8.03M | 23,677% |
| Annual Yield % from dividends | 1.13 | 0.37 | 305% |
| Returns for 1 year | 48.47 | 18.72 | 259% |
| Returns for 3 years | 59.49 | 17.96 | 331% |
| Returns for 5 years | 23.67 | 8.36 | 283% |
| Returns for 10 years | 110.63 | N/A | - |
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