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FBTAX vs LHCQX
FBTAX vs LHCQX Comparison Chart in %
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FBTAX vs. LHCQX commentary
Aug 12, 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: 1.4B vs. LHCQX (7.28M). FBTAX pays higher dividends than LHCQX: FBTAX (2.74) vs LHCQX (0.36). FBTAX was incepted earlier than LHCQX: FBTAX (25 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. FBTAX annual gain was more profitable for investors over the last year : -5.75 vs. LHCQX (-6.71). LHCQX return over 5 years is better than : -1.26 vs. FBTAX (-3.43).
| FBTAX | LHCQX | FBTAX / LHCQX | |
| Total Expense Ratio | 0.96 | 1.28 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 3.59 | 27% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 5.292 | -4.396 | -120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 7.28M | 19,206% |
| Annual Yield % from dividends | 2.74 | 0.36 | 751% |
| Returns for 1 year | -5.75 | -6.71 | 86% |
| Returns for 3 years | 16.12 | 1.85 | 872% |
| Returns for 5 years | -3.43 | -1.26 | 272% |
| Returns for 10 years | 1.22 | N/A | - |
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