Interact to see
Advertisement
Advertisement
FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCIX commentary
Oct 21, 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 LHCIX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. LHCIX (8.21M). FBTAX pays higher dividends than LHCIX: FBTAX (2.34) vs LHCIX (0.54). FBTAX was incepted earlier than LHCIX: FBTAX (25 years) vs LHCIX (6 years). LHCIX (3.09) is less costly to investors than FBTAX (0.96). LHCIX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (51.00). FBTAX has a lower initial minimum investment than LHCIX: FBTAX (0) vs LHCIX (1000000). FBTAX annual gain was more profitable for investors over the last year : 6.68 vs. LHCIX (3.07). FBTAX return over 5 years is better than : 12.22 vs. LHCIX (3.17).
| FBTAX | LHCIX | FBTAX / LHCIX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.09 | 31% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 30.577 | 9.147 | 334% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 8.21M | 19,589% |
| Annual Yield % from dividends | 2.34 | 0.54 | 431% |
| Returns for 1 year | 6.68 | 3.07 | 217% |
| Returns for 3 years | 54.53 | 27.68 | 197% |
| Returns for 5 years | 12.22 | 3.17 | 385% |
| Returns for 10 years | 57.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement