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FBTAX vs LHCSX
FBTAX vs LHCSX Comparison Chart in %
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FBTAX vs. LHCSX commentary
Nov 20, 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 Hold and LHCSX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. LHCSX (8.85M). FBTAX pays higher dividends than LHCSX: FBTAX (2.16) vs LHCSX (0.29). FBTAX was incepted earlier than LHCSX: FBTAX (25 years) vs LHCSX (6 years). LHCSX (3.34) is less costly to investors than FBTAX (0.96). LHCSX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (51.00). FBTAX (0) and LHCSX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 31.98 vs. LHCSX (14.23). FBTAX return over 5 years is better than : 18.88 vs. LHCSX (9.25).
| FBTAX | LHCSX | FBTAX / LHCSX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.34 | 29% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 40.831 | 17.389 | 235% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 8.85M | 19,670% |
| Annual Yield % from dividends | 2.16 | 0.29 | 752% |
| Returns for 1 year | 31.98 | 14.23 | 225% |
| Returns for 3 years | 63.86 | 32.09 | 199% |
| Returns for 5 years | 18.88 | 9.25 | 204% |
| Returns for 10 years | 56.54 | N/A | - |
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