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FBTAX vs HGHCX
FBTAX vs HGHCX Comparison Chart in %
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FBTAX vs. HGHCX 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 HGHCX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. HGHCX (755M). FBTAX pays higher dividends than HGHCX: FBTAX (2.74) 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 : -3.79 vs. HGHCX (-22.44). FBTAX return over 5 years is better than : 1.58 vs. HGHCX (-30.81).
| 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 | 10.364 | -5.373 | -193% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 755M | 185% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -3.79 | -22.44 | 17% |
| Returns for 3 years | 22.33 | -12.50 | -179% |
| Returns for 5 years | 1.58 | -30.81 | -5% |
| Returns for 10 years | 4.97 | -39.34 | -13% |