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FBTAX vs LHCSX
FBTAX vs LHCSX Comparison
Open Charts FBTAX vs LHCSX
FBTAX vs LHCSX Comparison Chart in %
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FBTAX vs. LHCSX commentary
Jul 07, 2026
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 StrongBuy and LHCSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. LHCSX (8.88M). FBTAX pays higher dividends than LHCSX: FBTAX (0.98) vs LHCSX (0.15). FBTAX was incepted earlier than LHCSX: FBTAX (26 years) vs LHCSX (7 years). LHCSX (3.48) is less costly to investors than FBTAX (0.96). LHCSX is a more actively managed with annual turnover of: 91.00 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 : 73.86 vs. LHCSX (31.52). FBTAX return over 5 years is better than : 47.57 vs. LHCSX (15.86).
| FBTAX | LHCSX | FBTAX / LHCSX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.48 | 28% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 23.397 | 6.978 | 335% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 8.88M | 24,795% |
| Annual Yield % from dividends | 0.98 | 0.15 | 639% |
| Returns for 1 year | 73.86 | 31.52 | 234% |
| Returns for 3 years | 100.00 | 37.00 | 270% |
| Returns for 5 years | 47.57 | 15.86 | 300% |
| Returns for 10 years | 142.00 | N/A | - |
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