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DLHIX vs FBTAX
DLHIX vs FBTAX Comparison Chart in %
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DLHIX vs. FBTAX commentary
Oct 21, 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 Hold and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. DLHIX (689M). FBTAX pays higher dividends than DLHIX: FBTAX (2.34) vs DLHIX (0.34). 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 : 6.68 vs. DLHIX (-8.20). FBTAX return over 5 years is better than : 12.22 vs. DLHIX (-1.81).
| 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 | 13.078 | 30.577 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 1.61B | 43% |
| Annual Yield % from dividends | 0.34 | 2.34 | 14% |
| Returns for 1 year | -8.20 | 6.68 | -123% |
| Returns for 3 years | 6.48 | 54.53 | 12% |
| Returns for 5 years | -1.81 | 12.22 | -15% |
| Returns for 10 years | 39.91 | 57.74 | 69% |
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