Interact to see
Advertisement
Advertisement
FBTAX vs FHCIX
FBTAX vs FHCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. FHCIX commentary
Sep 08, 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: 3.27B vs. FBTAX (1.46B). FBTAX pays higher dividends than FHCIX: FBTAX (2.59) 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 : -2.11 vs. FHCIX (-13.74). FBTAX return over 5 years is better than : 8.83 vs. FHCIX (-1.87).
| 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 | 14.884 | 2.691 | 553% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 3.27B | 45% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | -2.11 | -13.74 | 15% |
| Returns for 3 years | 38.33 | 5.00 | 767% |
| Returns for 5 years | 8.83 | -1.87 | -472% |
| Returns for 10 years | 12.49 | 45.09 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EMEAX | 13.45 | 0.18 | +1.36% |
| Ashmore Emerging Markets Equity A | |||
| CDIVX | 12.78 | 0.02 | +0.16% |
| Copeland Dividend Growth Fund Class I | |||
| AMGIX | 39.20 | -0.03 | -0.08% |
| American Century Discplnd Cor Val I | |||
| FTHCX | 94.18 | -0.27 | -0.29% |
| Fidelity Advisor Technology C | |||
| MRLVX | 28.55 | -0.09 | -0.31% |
| BlackRock Advantage Large Cap Val R | |||