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FBTAX vs LHCVX
FBTAX vs LHCVX Comparison Chart in %
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FBTAX vs. LHCVX commentary
Oct 19, 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 LHCVX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. LHCVX (8.19M). FBTAX pays higher dividends than LHCVX: FBTAX (2.34) vs LHCVX (0.54). FBTAX was incepted earlier than LHCVX: FBTAX (25 years) vs LHCVX (6 years). LHCVX (2.99) is less costly to investors than FBTAX (0.96). LHCVX is a more actively managed with annual turnover of: 88.00 vs. FBTAX (51.00). FBTAX (0) and LHCVX (0) have matching initial minimum investment requirements. FBTAX annual gain was more profitable for investors over the last year : 6.23 vs. LHCVX (3.21). FBTAX return over 5 years is better than : 11.75 vs. LHCVX (3.61).
| FBTAX | LHCVX | FBTAX / LHCVX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.96 | 2.99 | 32% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 30.026 | 9.264 | 324% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 8.19M | 19,644% |
| Annual Yield % from dividends | 2.34 | 0.54 | 433% |
| Returns for 1 year | 6.23 | 3.21 | 194% |
| Returns for 3 years | 53.88 | 28.11 | 192% |
| Returns for 5 years | 11.75 | 3.61 | 326% |
| Returns for 10 years | 57.07 | N/A | - |
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