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DLHIX vs FBTAX
DLHIX vs FBTAX Comparison Chart
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DLHIX vs. FBTAX commentary
Jun 15, 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: 1.28B vs. DLHIX (665M). FBTAX pays higher dividends than DLHIX: FBTAX (3.05) vs DLHIX (0.38). DLHIX was incepted earlier than FBTAX: DLHIX (18 years) vs FBTAX (24 years). DLHIX (1.00) and FBTAX (0.96) have similar cost to investors . FBTAX is a more actively managed with annual turnover of: 73.00 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 : -6.54 vs. DLHIX (-14.28). FBTAX return over 5 years is better than : -8.18 vs. DLHIX (-10.66).
| DLHIX | FBTAX | DLHIX / FBTAX | |
| Total Expense Ratio | 0.96 | 0.96 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 0.96 | 104% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -1.624 | -1.948 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 1.28B | 52% |
| Annual Yield % from dividends | 0.38 | 3.05 | 12% |
| Returns for 1 year | -14.28 | -6.54 | 218% |
| Returns for 3 years | -0.04 | 46.23 | -0% |
| Returns for 5 years | -10.66 | -8.18 | 130% |
| Returns for 10 years | 12.47 | -5.52 | -226% |
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