FBTAX
Price
$45.68
Change
-$0.80 (-1.72%)
Updated
Jul 13 closing price
Net Assets
2.2B
LHCQX
Price
$23.07
Change
-$0.22 (-0.94%)
Updated
Jul 13 closing price
Net Assets
8.74M
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FBTAX vs LHCQX

FBTAX vs LHCQX Comparison Chart in %
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FBTAX vs. LHCQX commentary
Jul 14, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. LHCQX (8.74M). FBTAX pays higher dividends than LHCQX: FBTAX (0.98) 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 : 72.16 vs. LHCQX (29.32). FBTAX return over 5 years is better than : 50.55 vs. LHCQX (14.09).
FBTAXLHCQXFBTAX / LHCQX
Total Expense Ratio0.961.2875%
Annual Report Gross Expense Ratio0.963.7326%
Fund Existence26 years7 years-
Gain YTD24.1455.099474%
Front Load6%N/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B8.74M25,206%
Annual Yield % from dividends0.980.00-
Returns for 1 year72.1629.32246%
Returns for 3 years97.0829.81326%
Returns for 5 years50.5514.09359%
Returns for 10 years143.82N/A-
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