FBTAX
Price
$41.94
Change
+$2.04 (+5.11%)
Updated
Jun 22 closing price
Net Assets
1.9B
LHCQX
Price
$21.62
Change
+$0.25 (+1.17%)
Updated
Jun 22 closing price
Net Assets
8.15M
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FBTAX vs LHCQX

FBTAX vs LHCQX Comparison Chart in %
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FBTAX vs. LHCQX commentary
Jun 24, 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 StrongBuy and LHCQX is a Hold.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LHCQX (8.15M). FBTAX pays higher dividends than LHCQX: FBTAX (1.13) 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 : 55.47 vs. LHCQX (20.87). FBTAX return over 5 years is better than : 27.26 vs. LHCQX (5.51).
FBTAXLHCQXFBTAX / LHCQX
Total Expense Ratio0.961.2875%
Annual Report Gross Expense Ratio0.963.7326%
Fund Existence26 years7 years-
Gain YTD6.571-3.565-184%
Front Load6%N/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B8.15M23,332%
Annual Yield % from dividends1.130.00-
Returns for 1 year55.4720.87266%
Returns for 3 years67.0919.44345%
Returns for 5 years27.265.51495%
Returns for 10 years127.66N/A-
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