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FBTAX vs HGHCX
FBTAX vs HGHCX Comparison Chart in %
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FBTAX vs. HGHCX 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 HGHCX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. HGHCX (767M). FBTAX pays higher dividends than HGHCX: FBTAX (2.59) vs HGHCX (0.00). FBTAX was incepted earlier than HGHCX: FBTAX (25 years) vs HGHCX (25 years). HGHCX (2.07) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. HGHCX (40.00). FBTAX has a lower initial minimum investment than HGHCX: FBTAX (0) vs HGHCX (2000). FBTAX annual gain was more profitable for investors over the last year : -2.11 vs. HGHCX (-21.01). FBTAX return over 5 years is better than : 8.83 vs. HGHCX (-28.11).
| FBTAX | HGHCX | FBTAX / HGHCX | |
| Total Expense Ratio | 0.96 | 2.07 | 46% |
| Annual Report Gross Expense Ratio | 0.96 | 2.07 | 46% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 14.884 | -2.516 | -592% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 767M | 191% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | -2.11 | -21.01 | 10% |
| Returns for 3 years | 38.33 | -2.35 | -1,631% |
| Returns for 5 years | 8.83 | -28.11 | -31% |
| Returns for 10 years | 12.49 | -34.20 | -37% |
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