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FBTAX vs LHCCX
FBTAX vs LHCCX Comparison Chart in %
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FBTAX vs. LHCCX commentary
Oct 19, 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 LHCCX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. LHCCX (8.21M). FBTAX pays higher dividends than LHCCX: FBTAX (2.34) 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 (51.00). 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 : 6.68 vs. LHCCX (2.00). FBTAX return over 5 years is better than : 12.22 vs. LHCCX (-2.06).
| 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 | 30.577 | 8.261 | 370% |
| Front Load | 6% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 6.68 | 2.00 | 334% |
| Returns for 3 years | 54.53 | 24.03 | 227% |
| Returns for 5 years | 12.22 | -2.06 | -592% |
| Returns for 10 years | 57.74 | N/A | - |