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FBTAX vs LHCSX
FBTAX vs LHCSX Comparison Chart
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FBTAX vs. LHCSX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. LHCSX (7.48M). FBTAX pays higher dividends than LHCSX: FBTAX (2.97) vs LHCSX (0.34). FBTAX was incepted earlier than LHCSX: FBTAX (24 years) vs LHCSX (6 years). LHCSX (3.53) is less costly to investors than FBTAX (0.96). LHCSX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX (0) and LHCSX (0) have matching initial minimum investment requirements. LHCSX annual gain was more profitable for investors over the last year : -3.67 vs. FBTAX (-12.66). LHCSX return over 5 years is better than : 30.74 vs. FBTAX (10.53).
| FBTAX | LHCSX | FBTAX / LHCSX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.53 | 27% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -6.211 | -5.117 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 7.48M | 18,594% |
| Annual Yield % from dividends | 2.97 | 0.34 | 879% |
| Returns for 1 year | -12.66 | -3.67 | 345% |
| Returns for 3 years | 2.83 | -1.75 | -162% |
| Returns for 5 years | 10.53 | 30.74 | 34% |
| Returns for 10 years | -4.32 | N/A | - |
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