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FBTAX vs LHCQX
FBTAX vs LHCQX Comparison Chart
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FBTAX vs. LHCQX commentary
Jun 06, 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 LHCQX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. LHCQX (7.31M). FBTAX pays higher dividends than LHCQX: FBTAX (3.05) vs LHCQX (0.37). FBTAX was incepted earlier than LHCQX: FBTAX (24 years) vs LHCQX (6 years). LHCQX (3.59) is less costly to investors than FBTAX (0.96). LHCQX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX (0) and LHCQX (0) have matching initial minimum investment requirements. LHCQX annual gain was more profitable for investors over the last year : -6.29 vs. FBTAX (-8.80). LHCQX return over 5 years is better than : 4.18 vs. FBTAX (-11.60).
| FBTAX | LHCQX | FBTAX / LHCQX | |
| Total Expense Ratio | 0.96 | 1.28 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 3.59 | 27% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -4.484 | -5.456 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 7.31M | 17,467% |
| Annual Yield % from dividends | 3.05 | 0.37 | 824% |
| Returns for 1 year | -8.80 | -6.29 | 140% |
| Returns for 3 years | 33.58 | 9.46 | 355% |
| Returns for 5 years | -11.60 | 4.18 | -278% |
| Returns for 10 years | -7.65 | N/A | - |
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