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FBTAX vs FHCIX
FBTAX vs FHCIX Comparison Chart in %
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FBTAX vs. FHCIX 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 FBTAX is a Buy and FHCIX is a Hold.
FUNDAMENTALS
Fundamentals
FHCIX has more cash in the bank: 3.35B vs. FBTAX (1.3B). FBTAX pays higher dividends than FHCIX: FBTAX (2.95) 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 : -5.68 vs. FHCIX (-11.19). FHCIX return over 5 years is better than : -7.87 vs. FBTAX (-13.75).
| 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 | -1.213 | -3.455 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 3.35B | 39% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -5.68 | -11.19 | 51% |
| Returns for 3 years | 28.75 | 1.02 | 2,828% |
| Returns for 5 years | -13.75 | -7.87 | 175% |
| Returns for 10 years | -8.19 | 29.04 | -28% |
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