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FBTAX vs LHCOX
FBTAX vs LHCOX Comparison Chart
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FBTAX vs. LHCOX commentary
Apr 10, 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 LHCOX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. LHCOX (6.9M). FBTAX pays higher dividends than LHCOX: FBTAX (2.97) vs LHCOX (0.59). FBTAX was incepted earlier than LHCOX: FBTAX (24 years) vs LHCOX (6 years). LHCOX (3.10) is less costly to investors than FBTAX (0.96). LHCOX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX (0) and LHCOX (0) have matching initial minimum investment requirements. LHCOX annual gain was more profitable for investors over the last year : -11.38 vs. FBTAX (-19.37). LHCOX return over 5 years is better than : 13.29 vs. FBTAX (-7.08).
| FBTAX | LHCOX | FBTAX / LHCOX | |
| Total Expense Ratio | 0.96 | 0.60 | 160% |
| Annual Report Gross Expense Ratio | 0.96 | 3.10 | 31% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -15.031 | -12.667 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 6.9M | 20,151% |
| Annual Yield % from dividends | 2.97 | 0.59 | 500% |
| Returns for 1 year | -19.37 | -11.38 | 170% |
| Returns for 3 years | -6.98 | -10.64 | 66% |
| Returns for 5 years | -7.08 | 13.29 | -53% |
| Returns for 10 years | -16.80 | N/A | - |
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