Interact to see
Advertisement
Advertisement
FBTAX vs LHCOX
FBTAX vs LHCOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCOX commentary
Jun 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. LHCOX (7.36M). FBTAX pays higher dividends than LHCOX: FBTAX (3.05) vs LHCOX (0.61). FBTAX was incepted earlier than LHCOX: FBTAX (25 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 : -5.21 vs. FBTAX (-9.63). LHCOX return over 5 years is better than : 9.51 vs. FBTAX (-13.88).
| FBTAX | LHCOX | FBTAX / LHCOX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 2.99 | 32% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -3.381 | -3.913 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 7.36M | 17,337% |
| Annual Yield % from dividends | 3.05 | 0.61 | 502% |
| Returns for 1 year | -9.63 | -5.21 | 185% |
| Returns for 3 years | 27.27 | 13.49 | 202% |
| Returns for 5 years | -13.88 | 9.51 | -146% |
| Returns for 10 years | -9.61 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers