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FBTAX vs LHCSX
FBTAX vs LHCSX Comparison Chart
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FBTAX vs. LHCSX commentary
Nov 18, 2024
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 Sell and LHCSX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.88B vs. LHCSX (8.45M). FBTAX pays higher dividends than LHCSX: FBTAX (1.02) vs LHCSX (0.00). FBTAX was incepted earlier than LHCSX: FBTAX (24 years) vs LHCSX (5 years). FBTAX is a more actively managed with annual turnover of: 78.00 vs. LHCSX (74.00). FBTAX (0) and LHCSX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 35.80 vs. LHCSX (22.68). LHCSX return over 5 years is better than : 28.18 vs. FBTAX (11.90).
| FBTAX | LHCSX | FBTAX / LHCSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 9.473 | 8.710 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 8.45M | 22,250% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 35.80 | 22.68 | 158% |
| Returns for 3 years | -10.53 | -9.32 | 113% |
| Returns for 5 years | 11.90 | 28.18 | 42% |
| Returns for 10 years | 28.63 | N/A | - |
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