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FBTAX vs LHCCX
FBTAX vs LHCCX Comparison Chart in %
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FBTAX vs. LHCCX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. LHCCX (7.3M). FBTAX pays higher dividends than LHCCX: FBTAX (2.95) 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). LHCCX annual gain was more profitable for investors over the last year : -7.29 vs. FBTAX (-10.87). LHCCX return over 5 years is better than : -1.57 vs. FBTAX (-6.61).
| 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 | 3.491 | -4.620 | -76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 7.3M | 17,758% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -10.87 | -7.29 | 149% |
| Returns for 3 years | 31.49 | 5.15 | 611% |
| Returns for 5 years | -6.61 | -1.57 | 421% |
| Returns for 10 years | -6.23 | N/A | - |
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