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FBTAX vs LHCTX
FBTAX vs LHCTX Comparison Chart in %
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FBTAX vs. LHCTX commentary
Aug 07, 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 LHCTX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. LHCTX (7.3M). 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 : -2.91 vs. FBTAX (-4.01). LHCTX return over 5 years is better than : 1.25 vs. FBTAX (-3.22).
| 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 | 6.578 | -3.878 | -170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 7.3M | 19,164% |
| Annual Yield % from dividends | 2.74 | 0.60 | 454% |
| Returns for 1 year | -4.01 | -2.91 | 138% |
| Returns for 3 years | 22.94 | 5.95 | 385% |
| Returns for 5 years | -3.22 | 1.25 | -258% |
| Returns for 10 years | 1.20 | N/A | - |
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