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FBTAX vs LHCSX
FBTAX vs LHCSX Comparison Chart
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FBTAX vs. LHCSX commentary
Jun 14, 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: 1.28B vs. LHCSX (7.37M). FBTAX pays higher dividends than LHCSX: FBTAX (3.05) vs LHCSX (0.35). FBTAX was incepted earlier than LHCSX: FBTAX (24 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 (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 : -5.48 vs. FBTAX (-6.54). LHCSX return over 5 years is better than : 9.78 vs. FBTAX (-8.18).
| FBTAX | LHCSX | FBTAX / LHCSX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.34 | 29% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -1.948 | -4.386 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 7.37M | 17,306% |
| Annual Yield % from dividends | 3.05 | 0.35 | 882% |
| Returns for 1 year | -6.54 | -5.48 | 119% |
| Returns for 3 years | 46.23 | 20.83 | 222% |
| Returns for 5 years | -8.18 | 9.78 | -84% |
| Returns for 10 years | -5.52 | N/A | - |
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