Interact to see
Advertisement
Advertisement
FBTAX vs LHCTX
FBTAX vs LHCTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCTX commentary
Jun 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. LHCTX (7.36M). FBTAX pays higher dividends than LHCTX: FBTAX (3.05) vs LHCTX (0.61). 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 : -5.13 vs. FBTAX (-9.30). LHCTX return over 5 years is better than : 9.17 vs. FBTAX (-13.65).
| 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 | -3.124 | -3.878 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 7.36M | 17,332% |
| Annual Yield % from dividends | 3.05 | 0.61 | 498% |
| Returns for 1 year | -9.30 | -5.13 | 181% |
| Returns for 3 years | 23.97 | 11.52 | 208% |
| Returns for 5 years | -13.65 | 9.17 | -149% |
| Returns for 10 years | -9.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers