Ad is loading...
FBTAX vs LHCQX
FBTAX vs LHCQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCQX commentary
Apr 04, 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 Hold and LHCQX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. LHCQX (7.48M). FBTAX pays higher dividends than LHCQX: FBTAX (2.97) vs LHCQX (0.36). FBTAX was incepted earlier than LHCQX: FBTAX (24 years) vs LHCQX (6 years). LHCQX (3.78) 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 : -3.92 vs. FBTAX (-12.66). LHCQX return over 5 years is better than : 29.01 vs. FBTAX (10.53).
| FBTAX | LHCQX | FBTAX / LHCQX | |
| Total Expense Ratio | 0.96 | 1.28 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 3.78 | 25% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -6.211 | -5.191 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 7.48M | 18,594% |
| Annual Yield % from dividends | 2.97 | 0.36 | 822% |
| Returns for 1 year | -12.66 | -3.92 | 323% |
| Returns for 3 years | 2.83 | -2.45 | -115% |
| Returns for 5 years | 10.53 | 29.01 | 36% |
| Returns for 10 years | -4.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...