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FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FTHFX vs LMBMX Comparison Chart in %
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FTHFX vs. LMBMX commentary
Aug 03, 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 FTHFX is a Buy and LMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. LMBMX (149M). FTHFX pays higher dividends than LMBMX: FTHFX (0.56) vs LMBMX (0.35). FTHFX was incepted earlier than LMBMX: FTHFX (15 years) vs LMBMX (14 years). LMBMX (0.92) is less costly to investors than FTHFX (0.64). LMBMX is a more actively managed with annual turnover of: 48.00 vs. FTHFX (28.00). FTHFX (1000000) and LMBMX (1000000) have matching initial minimum investment requirements. FTHFX (27.29) and LMBMX (27.20) have marching annual gain over last year. FTHFX return over 5 years is better than : 65.47 vs. LMBMX (14.00).
| FTHFX | LMBMX | FTHFX / LMBMX | |
| Total Expense Ratio | 0.64 | 0.75 | 85% |
| Annual Report Gross Expense Ratio | 0.64 | 0.92 | 70% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 17.111 | 17.067 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 149M | 8,121% |
| Annual Yield % from dividends | 0.56 | 0.35 | 161% |
| Returns for 1 year | 27.29 | 27.20 | 100% |
| Returns for 3 years | 54.50 | 47.70 | 114% |
| Returns for 5 years | 65.47 | 14.00 | 468% |
| Returns for 10 years | 244.71 | 49.13 | 498% |
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