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FBTAX vs LHCSX
FBTAX vs LHCSX Comparison Chart in %
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FBTAX vs. LHCSX commentary
Feb 04, 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 LHCSX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. LHCSX (8.77M). FBTAX pays higher dividends than LHCSX: FBTAX (1.17) vs LHCSX (0.16). FBTAX was incepted earlier than LHCSX: FBTAX (25 years) vs LHCSX (7 years). LHCSX (3.34) is less costly to investors than FBTAX (0.96). LHCSX is a more actively managed with annual turnover of: 91.00 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 : 42.12 vs. LHCSX (11.52). FBTAX return over 5 years is better than : 12.38 vs. LHCSX (5.97).
| 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 | 7 years | - |
| Gain YTD | 2.751 | -1.067 | -258% |
| 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 | 0.16 | 723% |
| Returns for 1 year | 42.12 | 11.52 | 366% |
| Returns for 3 years | 60.53 | 27.66 | 219% |
| Returns for 5 years | 12.38 | 5.97 | 207% |
| Returns for 10 years | 122.13 | N/A | - |
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