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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. LHCTX (9.12M). FBTAX pays higher dividends than LHCTX: FBTAX (0.99) vs LHCTX (0.36). 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 : 70.51 vs. LHCTX (29.59). FBTAX return over 5 years is better than : 59.32 vs. LHCTX (18.04).
| 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 | 34.802 | 10.554 | 330% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 9.12M | 24,128% |
| Annual Yield % from dividends | 0.99 | 0.36 | 273% |
| Returns for 1 year | 70.51 | 29.59 | 238% |
| Returns for 3 years | 116.70 | 45.54 | 256% |
| Returns for 5 years | 59.32 | 18.04 | 329% |
| Returns for 10 years | 143.78 | N/A | - |
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