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FBTAX vs LHCQX
FBTAX vs LHCQX Comparison Chart
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FBTAX vs. LHCQX commentary
Apr 25, 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: 1.39B vs. LHCQX (7.12M). 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 : -5.85 vs. FBTAX (-12.46). LHCQX return over 5 years is better than : 5.51 vs. FBTAX (-11.77).
| 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 | -10.695 | -9.534 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 7.12M | 19,550% |
| Annual Yield % from dividends | 2.97 | 0.36 | 822% |
| Returns for 1 year | -12.46 | -5.85 | 213% |
| Returns for 3 years | 8.17 | -0.43 | -1,885% |
| Returns for 5 years | -11.77 | 5.51 | -213% |
| Returns for 10 years | -13.94 | N/A | - |