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FBTAX vs LHCTX
FBTAX vs LHCTX Comparison
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FBTAX vs LHCTX Comparison Chart in %
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FBTAX vs. LHCTX commentary
Jun 04, 2026
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: 1.9B vs. LHCTX (8M). FBTAX pays higher dividends than LHCTX: FBTAX (1.13) vs LHCTX (0.38). FBTAX was incepted earlier than LHCTX: FBTAX (25 years) vs LHCTX (7 years). LHCTX (3.23) is less costly to investors than FBTAX (0.96). LHCTX is a more actively managed with annual turnover of: 91.00 vs. FBTAX (51.00). FBTAX (0) and LHCTX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 50.10 vs. LHCTX (20.05). FBTAX return over 5 years is better than : 29.40 vs. LHCTX (12.94).
| FBTAX | LHCTX | FBTAX / LHCTX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.23 | 30% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 2.297 | -4.266 | -54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 8M | 23,790% |
| Annual Yield % from dividends | 1.13 | 0.38 | 296% |
| Returns for 1 year | 50.10 | 20.05 | 250% |
| Returns for 3 years | 59.94 | 19.58 | 306% |
| Returns for 5 years | 29.40 | 12.94 | 227% |
| Returns for 10 years | 91.09 | N/A | - |
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