Interact to see
Advertisement
Advertisement
FBTAX vs LHCSX
FBTAX vs LHCSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCSX commentary
Sep 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 LHCSX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. LHCSX (7.64M). FBTAX pays higher dividends than LHCSX: FBTAX (2.59) vs LHCSX (0.32). 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 (73.00). FBTAX (0) and LHCSX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 0.34 vs. LHCSX (-3.43). FBTAX return over 5 years is better than : 6.85 vs. LHCSX (2.09).
| 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 | 18.339 | 1.305 | 1,405% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 7.64M | 19,146% |
| Annual Yield % from dividends | 2.59 | 0.32 | 821% |
| Returns for 1 year | 0.34 | -3.43 | -10% |
| Returns for 3 years | 43.90 | 23.31 | 188% |
| Returns for 5 years | 6.85 | 2.09 | 327% |
| Returns for 10 years | 50.27 | N/A | - |