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FBTAX vs LHCIX
FBTAX vs LHCIX Comparison Chart in %
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FBTAX vs. LHCIX commentary
Nov 14, 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 LHCIX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. LHCIX (8.68M). FBTAX pays higher dividends than LHCIX: FBTAX (2.16) vs LHCIX (0.51). 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 : 19.17 vs. LHCIX (6.58). FBTAX return over 5 years is better than : 14.81 vs. LHCIX (5.57).
| 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 | 37.008 | 13.902 | 266% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 8.68M | 20,051% |
| Annual Yield % from dividends | 2.16 | 0.51 | 426% |
| Returns for 1 year | 19.17 | 6.58 | 291% |
| Returns for 3 years | 60.27 | 29.58 | 204% |
| Returns for 5 years | 14.81 | 5.57 | 266% |
| Returns for 10 years | 55.93 | N/A | - |
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