Ad is loading...
FBTAX vs LHCSX
FBTAX vs LHCSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCSX commentary
Feb 23, 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 LHCSX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.54B vs. LHCSX (8.19M). FBTAX pays higher dividends than LHCSX: FBTAX (1.02) vs LHCSX (0.00). FBTAX was incepted earlier than LHCSX: FBTAX (24 years) vs LHCSX (6 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. LHCSX annual gain was more profitable for investors over the last year : 3.78 vs. FBTAX (-4.28). LHCSX return over 5 years is better than : 17.26 vs. FBTAX (0.89).
| FBTAX | LHCSX | FBTAX / LHCSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 1.654 | 2.924 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 8.19M | 18,755% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -4.28 | 3.78 | -113% |
| Returns for 3 years | 23.29 | 16.64 | 140% |
| Returns for 5 years | 0.89 | 17.26 | 5% |
| Returns for 10 years | 6.36 | N/A | - |