Interact to see
Advertisement
Advertisement
FBTAX vs LHCCX
FBTAX vs LHCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCCX 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 LHCCX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. LHCCX (7.55M). FBTAX pays higher dividends than LHCCX: FBTAX (2.74) vs LHCCX (0.00). FBTAX was incepted earlier than LHCCX: FBTAX (25 years) vs LHCCX (6 years). LHCCX (4.09) is less costly to investors than FBTAX (0.96). LHCCX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX has a lower initial minimum investment than LHCCX: FBTAX (0) vs LHCCX (1500). FBTAX annual gain was more profitable for investors over the last year : -3.79 vs. LHCCX (-5.68). FBTAX return over 5 years is better than : 1.58 vs. LHCCX (0.27).
| FBTAX | LHCCX | FBTAX / LHCCX | |
| Total Expense Ratio | 0.96 | 1.78 | 54% |
| Annual Report Gross Expense Ratio | 0.96 | 4.09 | 23% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 10.364 | -0.652 | -1,589% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 7.55M | 18,535% |
| Annual Yield % from dividends | 2.74 | 0.00 | - |
| Returns for 1 year | -3.79 | -5.68 | 67% |
| Returns for 3 years | 22.33 | 4.70 | 475% |
| Returns for 5 years | 1.58 | 0.27 | 576% |
| Returns for 10 years | 4.97 | N/A | - |