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FBTAX vs LHCTX
FBTAX vs LHCTX Comparison Chart
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FBTAX vs. LHCTX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.37B vs. LHCTX (7.12M). FBTAX pays higher dividends than LHCTX: FBTAX (2.96) vs LHCTX (0.59). FBTAX was incepted earlier than LHCTX: FBTAX (24 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 : -7.31 vs. FBTAX (-15.89). LHCTX return over 5 years is better than : 5.57 vs. FBTAX (-13.30).
| FBTAX | LHCTX | FBTAX / LHCTX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.09 | 31% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -11.724 | -8.945 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 7.12M | 19,177% |
| Annual Yield % from dividends | 2.96 | 0.59 | 499% |
| Returns for 1 year | -15.89 | -7.31 | 218% |
| Returns for 3 years | 23.52 | 11.07 | 212% |
| Returns for 5 years | -13.30 | 5.57 | -239% |
| Returns for 10 years | -11.72 | N/A | - |
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