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FBTAX vs LHCTX
FBTAX vs LHCTX Comparison Chart
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FBTAX vs. LHCTX commentary
Apr 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: 1.39B vs. LHCTX (6.93M). FBTAX pays higher dividends than LHCTX: FBTAX (2.97) vs LHCTX (0.60). FBTAX was incepted earlier than LHCTX: FBTAX (24 years) vs LHCTX (6 years). LHCTX (3.28) 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 : -10.25 vs. FBTAX (-21.94). LHCTX return over 5 years is better than : 13.97 vs. FBTAX (-10.13).
| FBTAX | LHCTX | FBTAX / LHCTX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.28 | 29% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -17.824 | -11.789 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 6.93M | 20,063% |
| Annual Yield % from dividends | 2.97 | 0.60 | 497% |
| Returns for 1 year | -21.94 | -10.25 | 214% |
| Returns for 3 years | -6.20 | -7.09 | 87% |
| Returns for 5 years | -10.13 | 13.97 | -73% |
| Returns for 10 years | -20.03 | N/A | - |
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