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FBTAX vs LHCTX
FBTAX vs LHCTX Comparison Chart in %
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FBTAX vs. LHCTX commentary
Oct 22, 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 Hold and LHCTX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. LHCTX (8.21M). FBTAX pays higher dividends than LHCTX: FBTAX (2.34) vs LHCTX (0.54). FBTAX was incepted earlier than LHCTX: FBTAX (25 years) vs LHCTX (6 years). LHCTX (3.09) is less costly to investors than FBTAX (0.96). LHCTX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (51.00). FBTAX (0) and LHCTX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 6.06 vs. LHCTX (3.44). FBTAX return over 5 years is better than : 17.86 vs. LHCTX (7.85).
| FBTAX | LHCTX | FBTAX / LHCTX | |
| Total Expense Ratio | 0.96 | 0.78 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 3.09 | 31% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 30.577 | 10.651 | 287% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 8.21M | 19,589% |
| Annual Yield % from dividends | 2.34 | 0.54 | 429% |
| Returns for 1 year | 6.06 | 3.44 | 176% |
| Returns for 3 years | 56.36 | 31.43 | 179% |
| Returns for 5 years | 17.86 | 7.85 | 228% |
| Returns for 10 years | 53.45 | N/A | - |