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DLHCX vs FBTAX
DLHCX vs FBTAX Comparison Chart in %
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DLHCX vs. FBTAX commentary
Oct 19, 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 Hold and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. DLHCX (679M). FBTAX pays higher dividends than DLHCX: FBTAX (2.34) vs DLHCX (0.00). 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 : 6.23 vs. DLHCX (-10.60). FBTAX return over 5 years is better than : 11.75 vs. DLHCX (-9.88).
| 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 | 12.202 | 30.026 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 1.61B | 42% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | -10.60 | 6.23 | -170% |
| Returns for 3 years | 0.38 | 53.88 | 1% |
| Returns for 5 years | -9.88 | 11.75 | -84% |
| Returns for 10 years | 23.14 | 57.07 | 41% |
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