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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
Sep 13, 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: 2.43B vs. LHCTX (8.62M). FBTAX pays higher dividends than LHCTX: FBTAX (0.91) vs LHCTX (0.35). FBTAX was incepted earlier than LHCTX: FBTAX (26 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 : 53.71 vs. LHCTX (19.41). FBTAX return over 5 years is better than : 46.13 vs. LHCTX (10.50).
| FBTAX | LHCTX | FBTAX / LHCTX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.23 | 30% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 28.259 | 4.793 | 590% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 8.62M | 28,142% |
| Annual Yield % from dividends | 0.91 | 0.35 | 261% |
| Returns for 1 year | 53.71 | 19.41 | 277% |
| Returns for 3 years | 104.68 | 37.09 | 282% |
| Returns for 5 years | 46.13 | 10.50 | 439% |
| Returns for 10 years | 141.86 | N/A | - |
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