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DLHIX vs FBTAX
DLHIX vs FBTAX Comparison Chart in %
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DLHIX vs. FBTAX commentary
Dec 27, 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 DLHIX is a Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. DLHIX (705M). FBTAX pays higher dividends than DLHIX: FBTAX (1.95) vs DLHIX (0.30). DLHIX was incepted earlier than FBTAX: DLHIX (18 years) vs FBTAX (25 years). DLHIX (1.01) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 51.00 vs. DLHIX (5.00). DLHIX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 36.57 vs. DLHIX (10.44). FBTAX return over 5 years is better than : 18.12 vs. DLHIX (-3.68).
| DLHIX | FBTAX | DLHIX / FBTAX | |
| Total Expense Ratio | 0.96 | 0.96 | 100% |
| Annual Report Gross Expense Ratio | 1.01 | 0.96 | 105% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 11.454 | 43.771 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 1.93B | 36% |
| Annual Yield % from dividends | 0.30 | 1.95 | 15% |
| Returns for 1 year | 10.44 | 36.57 | 29% |
| Returns for 3 years | 6.61 | 63.58 | 10% |
| Returns for 5 years | -3.68 | 18.12 | -20% |
| Returns for 10 years | 41.34 | 56.33 | 73% |
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