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FBTAX vs LHCVX
FBTAX vs LHCVX Comparison
Open Charts FBTAX vs LHCVX
FBTAX vs LHCVX Comparison Chart in %
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FBTAX vs. LHCVX commentary
Aug 09, 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 Buy and LHCVX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. LHCVX (8.92M). FBTAX pays higher dividends than LHCVX: FBTAX (0.99) vs LHCVX (0.36). FBTAX was incepted earlier than LHCVX: FBTAX (26 years) vs LHCVX (7 years). LHCVX (3.13) is less costly to investors than FBTAX (0.96). LHCVX is a more actively managed with annual turnover of: 91.00 vs. FBTAX (51.00). FBTAX (0) and LHCVX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 69.69 vs. LHCVX (33.32). FBTAX return over 5 years is better than : 51.20 vs. LHCVX (15.99).
| FBTAX | LHCVX | FBTAX / LHCVX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 3.13 | 31% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 27.163 | 7.568 | 359% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 8.92M | 24,672% |
| Annual Yield % from dividends | 0.99 | 0.36 | 277% |
| Returns for 1 year | 69.69 | 33.32 | 209% |
| Returns for 3 years | 106.78 | 40.25 | 265% |
| Returns for 5 years | 51.20 | 15.99 | 320% |
| Returns for 10 years | 132.50 | N/A | - |
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