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DLHIX vs FBTAX
DLHIX vs FBTAX Comparison Chart in %
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DLHIX vs. FBTAX commentary
Feb 05, 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 DLHIX is a Buy and FBTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. DLHIX (695M). DLHIX pays higher dividends than FBTAX: DLHIX (2.55) vs FBTAX (1.17). 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 : 42.12 vs. DLHIX (7.05). FBTAX return over 5 years is better than : 12.38 vs. DLHIX (-7.44).
| 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 | 1.250 | 2.751 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 1.87B | 37% |
| Annual Yield % from dividends | 2.55 | 1.17 | 218% |
| Returns for 1 year | 7.05 | 42.12 | 17% |
| Returns for 3 years | 8.02 | 60.53 | 13% |
| Returns for 5 years | -7.44 | 12.38 | -60% |
| Returns for 10 years | 62.72 | 122.13 | 51% |
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