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DLHCX vs FBTAX
DLHCX vs FBTAX Comparison Chart in %
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DLHCX vs. FBTAX commentary
Jul 07, 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 DLHCX is a Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. DLHCX (650M). FBTAX pays higher dividends than DLHCX: FBTAX (2.95) vs DLHCX (0.00). DLHCX was incepted earlier than FBTAX: DLHCX (15 years) vs FBTAX (25 years). DLHCX (2.00) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 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 : -5.68 vs. DLHCX (-16.22). FBTAX return over 5 years is better than : -13.75 vs. DLHCX (-21.88).
| DLHCX | FBTAX | DLHCX / FBTAX | |
| Total Expense Ratio | 1.96 | 0.96 | 204% |
| Annual Report Gross Expense Ratio | 2.00 | 0.96 | 208% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -2.002 | -1.213 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 1.3B | 50% |
| Annual Yield % from dividends | 0.00 | 2.95 | - |
| Returns for 1 year | -16.22 | -5.68 | 285% |
| Returns for 3 years | -13.97 | 28.75 | -49% |
| Returns for 5 years | -21.88 | -13.75 | 159% |
| Returns for 10 years | 1.10 | -8.19 | -13% |
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