FBTAX
Price
$50.47
Change
-$1.80 (-3.44%)
Updated
Aug 20 closing price
Net Assets
2.2B
LHCQX
Price
$24.43
Change
+$0.23 (+0.95%)
Updated
Aug 21 closing price
Net Assets
9.12M
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FBTAX vs LHCQX

FBTAX vs LHCQX Comparison Chart in %
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FBTAX vs. LHCQX commentary
Aug 23, 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 LHCQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. LHCQX (9.12M). FBTAX pays higher dividends than LHCQX: FBTAX (0.99) vs LHCQX (0.00). FBTAX was incepted earlier than LHCQX: FBTAX (26 years) vs LHCQX (7 years). LHCQX (3.73) is less costly to investors than FBTAX (0.96). LHCQX is a more actively managed with annual turnover of: 91.00 vs. FBTAX (51.00). FBTAX (0) and LHCQX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 70.51 vs. LHCQX (28.99). FBTAX return over 5 years is better than : 59.32 vs. LHCQX (15.23).
FBTAXLHCQXFBTAX / LHCQX
Total Expense Ratio0.961.2875%
Annual Report Gross Expense Ratio0.963.7326%
Fund Existence26 years7 years-
Gain YTD34.80210.244340%
Front Load6%N/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B9.12M24,128%
Annual Yield % from dividends0.990.00-
Returns for 1 year70.5128.99243%
Returns for 3 years116.7043.41269%
Returns for 5 years59.3215.23390%
Returns for 10 years143.78N/A-
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