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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
Jun 04, 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 Hold and LHCSX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LHCSX (8M). FBTAX pays higher dividends than LHCSX: FBTAX (1.13) vs LHCSX (0.16). FBTAX was incepted earlier than LHCSX: FBTAX (25 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 : 50.10 vs. LHCSX (19.68). FBTAX return over 5 years is better than : 29.40 vs. LHCSX (11.67).
| FBTAX | LHCSX | FBTAX / LHCSX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.48 | 28% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 2.297 | -4.356 | -53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 8M | 23,790% |
| Annual Yield % from dividends | 1.13 | 0.16 | 689% |
| Returns for 1 year | 50.10 | 19.68 | 255% |
| Returns for 3 years | 59.94 | 18.72 | 320% |
| Returns for 5 years | 29.40 | 11.67 | 252% |
| Returns for 10 years | 91.09 | N/A | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FCT | 9.58 | 0.01 | +0.10% |
| First Trust Senior Floating Rate Income Fund II | |||
| GMUB | 51.28 | 0.05 | +0.10% |
| Goldman Sachs Municipal Income ETF | |||
| AZTD | 32.02 | N/A | N/A |
| Aztlan Global Stock Sel Dm SMID ETF | |||
| APXM | 31.70 | N/A | N/A |
| FT Vest U.S. Equity Max Buffr ETF - Apr | |||
| EQTY | 27.60 | -0.20 | -0.72% |
| Kovitz Core Equity ETF | |||