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FBTAX vs LHCVX
FBTAX vs LHCVX Comparison Chart
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FBTAX vs. LHCVX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. LHCVX (7.48M). FBTAX pays higher dividends than LHCVX: FBTAX (2.97) vs LHCVX (0.59). FBTAX was incepted earlier than LHCVX: FBTAX (24 years) vs LHCVX (6 years). LHCVX (3.10) 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 : -3.24 vs. FBTAX (-12.66). LHCVX return over 5 years is better than : 32.77 vs. FBTAX (10.53).
| FBTAX | LHCVX | FBTAX / LHCVX | |
| Total Expense Ratio | 0.96 | 0.60 | 160% |
| Annual Report Gross Expense Ratio | 0.96 | 3.10 | 31% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -6.211 | -5.044 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 7.48M | 18,594% |
| Annual Yield % from dividends | 2.97 | 0.59 | 501% |
| Returns for 1 year | -12.66 | -3.24 | 390% |
| Returns for 3 years | 2.83 | -0.81 | -349% |
| Returns for 5 years | 10.53 | 32.77 | 32% |
| Returns for 10 years | -4.32 | N/A | - |
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