Interact to see
Advertisement
Advertisement
DLHCX vs FBTAX
DLHCX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DLHCX vs. FBTAX commentary
Jan 15, 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 DLHCX is a Hold and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.84B vs. DLHCX (716M). DLHCX pays higher dividends than FBTAX: DLHCX (1.90) vs FBTAX (1.19). DLHCX was incepted earlier than FBTAX: DLHCX (16 years) vs FBTAX (25 years). DLHCX (2.01) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. DLHCX (5.00). FBTAX has a lower initial minimum investment than DLHCX: FBTAX (0) vs DLHCX (1000). FBTAX annual gain was more profitable for investors over the last year : 44.47 vs. DLHCX (10.51). FBTAX return over 5 years is better than : 11.33 vs. DLHCX (-14.93).
| DLHCX | FBTAX | DLHCX / FBTAX | |
| Total Expense Ratio | 1.96 | 0.96 | 204% |
| Annual Report Gross Expense Ratio | 2.01 | 0.96 | 209% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 2.379 | -0.935 | -254% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 1.84B | 39% |
| Annual Yield % from dividends | 1.90 | 1.19 | 160% |
| Returns for 1 year | 10.51 | 44.47 | 24% |
| Returns for 3 years | 1.26 | 55.20 | 2% |
| Returns for 5 years | -14.93 | 11.33 | -132% |
| Returns for 10 years | 38.13 | 87.25 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement