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FBTAX vs LHCFX
FBTAX vs LHCFX Comparison Chart in %
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FBTAX vs. LHCFX commentary
Jul 07, 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 LHCFX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. LHCFX (7.31M). FBTAX pays higher dividends than LHCFX: FBTAX (2.95) vs LHCFX (0.47). FBTAX was incepted earlier than LHCFX: FBTAX (25 years) vs LHCFX (6 years). LHCFX (3.19) is less costly to investors than FBTAX (0.96). LHCFX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX (0) and LHCFX (0) have matching initial minimum investment requirements. LHCFX annual gain was more profitable for investors over the last year : -4.45 vs. FBTAX (-5.68). LHCFX return over 5 years is better than : 5.18 vs. FBTAX (-13.75).
| FBTAX | LHCFX | FBTAX / LHCFX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.19 | 30% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -1.213 | -4.175 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 7.31M | 17,736% |
| Annual Yield % from dividends | 2.95 | 0.47 | 627% |
| Returns for 1 year | -5.68 | -4.45 | 128% |
| Returns for 3 years | 28.75 | 11.13 | 258% |
| Returns for 5 years | -13.75 | 5.18 | -265% |
| Returns for 10 years | -8.19 | N/A | - |