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FBTAX vs LHCOX
FBTAX vs LHCOX Comparison
Open Charts FBTAX vs LHCOX
FBTAX vs LHCOX Comparison Chart in %
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FBTAX vs. LHCOX commentary
Aug 03, 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 LHCOX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. LHCOX (8.57M). FBTAX pays higher dividends than LHCOX: FBTAX (0.99) vs LHCOX (0.36). FBTAX was incepted earlier than LHCOX: FBTAX (26 years) vs LHCOX (7 years). LHCOX (3.13) is less costly to investors than FBTAX (0.96). LHCOX is a more actively managed with annual turnover of: 91.00 vs. FBTAX (51.00). FBTAX (0) and LHCOX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 61.82 vs. LHCOX (29.06). FBTAX return over 5 years is better than : 46.45 vs. LHCOX (12.47).
| FBTAX | LHCOX | FBTAX / LHCOX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 3.13 | 31% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 20.620 | 3.326 | 620% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 8.57M | 25,686% |
| Annual Yield % from dividends | 0.99 | 0.36 | 277% |
| Returns for 1 year | 61.82 | 29.06 | 213% |
| Returns for 3 years | 89.19 | 31.76 | 281% |
| Returns for 5 years | 46.45 | 12.47 | 372% |
| Returns for 10 years | 121.05 | N/A | - |
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