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FBTAX vs LHCTX
FBTAX vs LHCTX Comparison Chart in %
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FBTAX vs. LHCTX commentary
Dec 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 LHCTX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. LHCTX (9.01M). FBTAX pays higher dividends than LHCTX: FBTAX (1.95) vs LHCTX (0.00). 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 : 40.16 vs. LHCTX (16.75). FBTAX return over 5 years is better than : 18.12 vs. LHCTX (16.38).
| 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 | 43.771 | 19.286 | 227% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 9.01M | 21,475% |
| Annual Yield % from dividends | 1.95 | 0.00 | - |
| Returns for 1 year | 40.16 | 16.75 | 240% |
| Returns for 3 years | 66.73 | 34.23 | 195% |
| Returns for 5 years | 18.12 | 16.38 | 111% |
| Returns for 10 years | 54.68 | N/A | - |
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