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FBTAX vs LHCVX
FBTAX vs LHCVX Comparison Chart in %
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FBTAX vs. LHCVX commentary
Sep 17, 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 LHCVX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. LHCVX (7.6M). FBTAX pays higher dividends than LHCVX: FBTAX (2.59) vs LHCVX (0.55). FBTAX was incepted earlier than LHCVX: FBTAX (25 years) vs LHCVX (6 years). LHCVX (2.99) is less costly to investors than FBTAX (0.96). LHCVX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX (0) and LHCVX (0) have matching initial minimum investment requirements. LHCVX annual gain was more profitable for investors over the last year : -5.65 vs. FBTAX (-6.70). LHCVX return over 5 years is better than : 2.67 vs. FBTAX (0.90).
| FBTAX | LHCVX | FBTAX / LHCVX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 2.99 | 32% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 13.230 | 1.287 | 1,028% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 7.6M | 19,237% |
| Annual Yield % from dividends | 2.59 | 0.55 | 468% |
| Returns for 1 year | -6.70 | -5.65 | 119% |
| Returns for 3 years | 31.31 | 15.84 | 198% |
| Returns for 5 years | 0.90 | 2.67 | 34% |
| Returns for 10 years | 13.40 | N/A | - |
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