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FBTAX vs LHCAX
FBTAX vs LHCAX Comparison Chart in %
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FBTAX vs. LHCAX commentary
Oct 20, 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 Hold and LHCAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. LHCAX (8.21M). FBTAX pays higher dividends than LHCAX: FBTAX (2.34) vs LHCAX (0.30). FBTAX was incepted earlier than LHCAX: FBTAX (25 years) vs LHCAX (6 years). LHCAX (3.34) is less costly to investors than FBTAX (0.96). LHCAX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (51.00). FBTAX (6%) and LHCAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than LHCAX: FBTAX (0) vs LHCAX (1500). FBTAX annual gain was more profitable for investors over the last year : 6.68 vs. LHCAX (2.76). FBTAX return over 5 years is better than : 12.22 vs. LHCAX (1.96).
| FBTAX | LHCAX | FBTAX / LHCAX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.34 | 29% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 30.577 | 8.925 | 343% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 8.21M | 19,589% |
| Annual Yield % from dividends | 2.34 | 0.30 | 774% |
| Returns for 1 year | 6.68 | 2.76 | 242% |
| Returns for 3 years | 54.53 | 26.86 | 203% |
| Returns for 5 years | 12.22 | 1.96 | 624% |
| Returns for 10 years | 57.74 | N/A | - |
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