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FBTAX vs LHCOX
FBTAX vs LHCOX Comparison Chart in %
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FBTAX vs. LHCOX commentary
Feb 05, 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 StrongBuy and LHCOX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. LHCOX (8.77M). FBTAX pays higher dividends than LHCOX: FBTAX (1.17) vs LHCOX (0.37). FBTAX was incepted earlier than LHCOX: FBTAX (25 years) vs LHCOX (7 years). LHCOX (2.99) is less costly to investors than FBTAX (0.96). LHCOX is a more actively managed with annual turnover of: 91.00 vs. FBTAX (51.00). FBTAX (0) and LHCOX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 42.12 vs. LHCOX (11.71). FBTAX return over 5 years is better than : 12.38 vs. LHCOX (7.52).
| FBTAX | LHCOX | FBTAX / LHCOX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 2.99 | 32% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 2.751 | -1.050 | -262% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 8.77M | 21,277% |
| Annual Yield % from dividends | 1.17 | 0.37 | 314% |
| Returns for 1 year | 42.12 | 11.71 | 360% |
| Returns for 3 years | 60.53 | 28.93 | 209% |
| Returns for 5 years | 12.38 | 7.52 | 165% |
| Returns for 10 years | 122.13 | N/A | - |