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FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart in %
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FBTAX vs. LHCIX commentary
Jan 16, 2026
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: 1.84B vs. LHCIX (8.87M). FBTAX pays higher dividends than LHCIX: FBTAX (1.19) vs LHCIX (0.36). 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 : 44.47 vs. LHCIX (19.82). FBTAX (11.33) and LHCIX (11.24) have equivalent 5 years return.
| 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 | -0.935 | 1.011 | -92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 8.87M | 20,776% |
| Annual Yield % from dividends | 1.19 | 0.36 | 328% |
| Returns for 1 year | 44.47 | 19.82 | 224% |
| Returns for 3 years | 55.20 | 30.47 | 181% |
| Returns for 5 years | 11.33 | 11.24 | 101% |
| Returns for 10 years | 87.25 | N/A | - |
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