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FBTAX vs LHCSX
FBTAX vs LHCSX Comparison Chart in %
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FBTAX vs. LHCSX commentary
Jan 15, 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 LHCSX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.84B vs. LHCSX (8.87M). FBTAX pays higher dividends than LHCSX: FBTAX (1.19) vs LHCSX (0.16). FBTAX was incepted earlier than LHCSX: FBTAX (25 years) vs LHCSX (6 years). LHCSX (3.34) is less costly to investors than FBTAX (0.96). LHCSX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (51.00). FBTAX (0) and LHCSX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 40.12 vs. LHCSX (16.31). FBTAX return over 5 years is better than : 9.77 vs. LHCSX (8.83).
| FBTAX | LHCSX | FBTAX / LHCSX | |
| Total Expense Ratio | 0.96 | 1.03 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 3.34 | 29% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -1.549 | -0.178 | 871% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 8.87M | 20,776% |
| Annual Yield % from dividends | 1.19 | 0.16 | 743% |
| Returns for 1 year | 40.12 | 16.31 | 246% |
| Returns for 3 years | 54.24 | 28.22 | 192% |
| Returns for 5 years | 9.77 | 8.83 | 111% |
| Returns for 10 years | 86.09 | N/A | - |
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