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DLRHX vs FBTAX
DLRHX vs FBTAX Comparison Chart in %
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DLRHX vs. FBTAX commentary
Jul 07, 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 DLRHX is a Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. DLRHX (650M). FBTAX pays higher dividends than DLRHX: FBTAX (2.95) vs DLRHX (0.00). DLRHX was incepted earlier than FBTAX: DLRHX (15 years) vs FBTAX (25 years). DLRHX (1.50) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. DLRHX (5.00). DLRHX (0) and FBTAX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -5.68 vs. DLRHX (-14.83). FBTAX return over 5 years is better than : -13.75 vs. DLRHX (-17.63).
| DLRHX | FBTAX | DLRHX / FBTAX | |
| Total Expense Ratio | 1.46 | 0.96 | 152% |
| Annual Report Gross Expense Ratio | 1.50 | 0.96 | 156% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -1.780 | -1.213 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 1.3B | 50% |
| Annual Yield % from dividends | 0.00 | 2.95 | - |
| Returns for 1 year | -14.83 | -5.68 | 261% |
| Returns for 3 years | -10.77 | 28.75 | -37% |
| Returns for 5 years | -17.63 | -13.75 | 128% |
| Returns for 10 years | 9.10 | -8.19 | -111% |