Interact to see
Advertisement
Advertisement
FBTAX vs LHCVX
FBTAX vs LHCVX Comparison
Open Charts FBTAX vs LHCVX
FBTAX vs LHCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCVX commentary
Jun 24, 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 StrongBuy and LHCVX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LHCVX (8.06M). FBTAX pays higher dividends than LHCVX: FBTAX (1.13) vs LHCVX (0.38). 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 : 55.47 vs. LHCVX (21.59). FBTAX return over 5 years is better than : 27.26 vs. LHCVX (8.66).
| 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 | 6.571 | -3.281 | -200% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 8.06M | 23,604% |
| Annual Yield % from dividends | 1.13 | 0.38 | 301% |
| Returns for 1 year | 55.47 | 21.59 | 257% |
| Returns for 3 years | 67.09 | 21.77 | 308% |
| Returns for 5 years | 27.26 | 8.66 | 315% |
| Returns for 10 years | 127.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement