Ad is loading...
FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LYFAX commentary
May 09, 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 LYFAX is a StrongSell.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.37B vs. LYFAX (40.2M). FBTAX pays higher dividends than LYFAX: FBTAX (2.96) vs LYFAX (2.00). FBTAX was incepted earlier than LYFAX: FBTAX (24 years) vs LYFAX (5 years). LYFAX (1.91) is less costly to investors than FBTAX (0.96). LYFAX is a more actively managed with annual turnover of: 134.00 vs. FBTAX (73.00). FBTAX (6%) and LYFAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than LYFAX: FBTAX (0) vs LYFAX (2500). LYFAX annual gain was more profitable for investors over the last year : 0.77 vs. FBTAX (-13.94). LYFAX return over 5 years is better than : 17.16 vs. FBTAX (-11.35).
| FBTAX | LYFAX | FBTAX / LYFAX | |
| Total Expense Ratio | 0.96 | 1.66 | 58% |
| Annual Report Gross Expense Ratio | 0.96 | 1.91 | 50% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -9.739 | -3.272 | 298% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 40.2M | 3,396% |
| Annual Yield % from dividends | 2.96 | 2.00 | 148% |
| Returns for 1 year | -13.94 | 0.77 | -1,806% |
| Returns for 3 years | 30.95 | 20.18 | 153% |
| Returns for 5 years | -11.35 | 17.16 | -66% |
| Returns for 10 years | -9.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers