Interact to see
Advertisement
Advertisement
FBTAX vs LHCTX
FBTAX vs LHCTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LHCTX commentary
Nov 14, 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 LHCTX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. LHCTX (8.68M). FBTAX pays higher dividends than LHCTX: FBTAX (2.16) vs LHCTX (0.51). 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 : 16.23 vs. LHCTX (7.95). FBTAX return over 5 years is better than : 13.61 vs. LHCTX (6.76).
| 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 | 35.575 | 15.253 | 233% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 8.68M | 20,051% |
| Annual Yield % from dividends | 2.16 | 0.51 | 425% |
| Returns for 1 year | 16.23 | 7.95 | 204% |
| Returns for 3 years | 56.91 | 30.52 | 186% |
| Returns for 5 years | 13.61 | 6.76 | 201% |
| Returns for 10 years | 53.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement