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FBTAX vs LHCOX
FBTAX vs LHCOX Comparison Chart
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FBTAX vs. LHCOX commentary
Jun 07, 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 Buy and LHCOX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. LHCOX (7.33M). FBTAX pays higher dividends than LHCOX: FBTAX (3.05) vs LHCOX (0.61). FBTAX was incepted earlier than LHCOX: FBTAX (24 years) vs LHCOX (6 years). LHCOX (2.99) 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 : -5.26 vs. FBTAX (-7.86). LHCOX return over 5 years is better than : 7.64 vs. FBTAX (-11.02).
| FBTAX | LHCOX | FBTAX / LHCOX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 2.99 | 32% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -3.859 | -4.840 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 7.33M | 17,398% |
| Annual Yield % from dividends | 3.05 | 0.61 | 502% |
| Returns for 1 year | -7.86 | -5.26 | 149% |
| Returns for 3 years | 30.21 | 9.74 | 310% |
| Returns for 5 years | -11.02 | 7.64 | -144% |
| Returns for 10 years | -6.12 | N/A | - |
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