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FBTAX vs LHCQX
FBTAX vs LHCQX Comparison Chart in %
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FBTAX vs. LHCQX commentary
Jul 28, 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 LHCQX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. LHCQX (7.3M). FBTAX pays higher dividends than LHCQX: FBTAX (2.95) vs LHCQX (0.36). FBTAX was incepted earlier than LHCQX: FBTAX (25 years) vs LHCQX (6 years). LHCQX (3.59) is less costly to investors than FBTAX (0.96). LHCQX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (73.00). FBTAX (0) and LHCQX (0) have matching initial minimum investment requirements. LHCQX annual gain was more profitable for investors over the last year : -6.85 vs. FBTAX (-10.87). LHCQX return over 5 years is better than : 1.11 vs. FBTAX (-6.61).
| FBTAX | LHCQX | FBTAX / LHCQX | |
| Total Expense Ratio | 0.96 | 1.28 | 75% |
| Annual Report Gross Expense Ratio | 0.96 | 3.59 | 27% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 3.491 | -4.343 | -80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 7.3M | 17,758% |
| Annual Yield % from dividends | 2.95 | 0.36 | 829% |
| Returns for 1 year | -10.87 | -6.85 | 159% |
| Returns for 3 years | 31.49 | 6.77 | 465% |
| Returns for 5 years | -6.61 | 1.11 | -597% |
| Returns for 10 years | -6.23 | N/A | - |
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