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FBTAX vs FHCIX
FBTAX vs FHCIX Comparison Chart in %
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FBTAX vs. FHCIX commentary
Aug 18, 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 FBTAX is a Buy and FHCIX is a Buy.
FUNDAMENTALS
Fundamentals
FHCIX has more cash in the bank: 3.23B vs. FBTAX (1.4B). FBTAX pays higher dividends than FHCIX: FBTAX (2.74) vs FHCIX (0.00). FBTAX was incepted earlier than FHCIX: FBTAX (25 years) vs FHCIX (29 years). FBTAX (0.96) is less costly to investors than FHCIX (0.69). FBTAX is a more actively managed with annual turnover of: 73.00 vs. FHCIX (37.00). FBTAX (0) and FHCIX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : -3.79 vs. FHCIX (-14.32). FBTAX return over 5 years is better than : 1.58 vs. FHCIX (-7.18).
| FBTAX | FHCIX | FBTAX / FHCIX | |
| Total Expense Ratio | 0.96 | 0.69 | 139% |
| Annual Report Gross Expense Ratio | 0.96 | 0.69 | 139% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 10.364 | -0.637 | -1,627% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 3.23B | 43% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -3.79 | -14.32 | 26% |
| Returns for 3 years | 22.33 | -5.53 | -404% |
| Returns for 5 years | 1.58 | -7.18 | -22% |
| Returns for 10 years | 4.97 | 31.94 | 16% |
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