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DLHAX vs FBTAX
DLHAX vs FBTAX Comparison Chart in %
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DLHAX vs. FBTAX commentary
Dec 14, 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 DLHAX is a Buy and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. DLHAX (694M). FBTAX pays higher dividends than DLHAX: FBTAX (1.95) vs DLHAX (0.08). DLHAX was incepted earlier than FBTAX: DLHAX (18 years) vs FBTAX (25 years). DLHAX (1.26) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. DLHAX (5.00). DLHAX (6%) and FBTAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than DLHAX: FBTAX (0) vs DLHAX (1000). FBTAX annual gain was more profitable for investors over the last year : 30.33 vs. DLHAX (5.92). FBTAX return over 5 years is better than : 14.74 vs. DLHAX (-5.84).
| DLHAX | FBTAX | DLHAX / FBTAX | |
| Total Expense Ratio | 1.21 | 0.96 | 126% |
| Annual Report Gross Expense Ratio | 1.26 | 0.96 | 131% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 9.305 | 43.403 | 21% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 1.93B | 36% |
| Annual Yield % from dividends | 0.08 | 1.95 | 4% |
| Returns for 1 year | 5.92 | 30.33 | 20% |
| Returns for 3 years | 2.43 | 63.23 | 4% |
| Returns for 5 years | -5.84 | 14.74 | -40% |
| Returns for 10 years | 41.89 | 66.19 | 63% |
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