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FBTAX vs LHCTX
FBTAX vs LHCTX Comparison Chart in %
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FBTAX vs. LHCTX commentary
Aug 29, 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 LHCTX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. LHCTX (7.51M). FBTAX pays higher dividends than LHCTX: FBTAX (2.74) vs LHCTX (0.60). FBTAX was incepted earlier than LHCTX: FBTAX (25 years) vs LHCTX (6 years). LHCTX (3.09) is less costly to investors than FBTAX (0.96). LHCTX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX (0) and LHCTX (0) have matching initial minimum investment requirements. LHCTX annual gain was more profitable for investors over the last year : -4.68 vs. FBTAX (-6.43). LHCTX return over 5 years is better than : 5.29 vs. FBTAX (1.64).
| FBTAX | LHCTX | FBTAX / LHCTX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.09 | 31% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 10.254 | 1.913 | 536% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 7.51M | 18,631% |
| Annual Yield % from dividends | 2.74 | 0.60 | 454% |
| Returns for 1 year | -6.43 | -4.68 | 137% |
| Returns for 3 years | 30.42 | 15.34 | 198% |
| Returns for 5 years | 1.64 | 5.29 | 31% |
| Returns for 10 years | 11.83 | N/A | - |
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