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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart in %
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FBTAX vs. LYFAX commentary
Jul 04, 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 LYFAX is a StrongSell.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.3B vs. LYFAX (34.5M). FBTAX pays higher dividends than LYFAX: FBTAX (2.95) vs LYFAX (2.05). FBTAX was incepted earlier than LYFAX: FBTAX (25 years) vs LYFAX (6 years). LYFAX (1.91) is less costly to investors than FBTAX (0.96). LYFAX is a more actively managed with annual turnover of: 164.00 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 : 5.30 vs. FBTAX (-6.10). LYFAX return over 5 years is better than : 10.42 vs. FBTAX (-14.13).
| FBTAX | LYFAX | FBTAX / LYFAX | |
| Total Expense Ratio | 0.96 | 1.66 | 58% |
| Annual Report Gross Expense Ratio | 0.96 | 1.91 | 50% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -1.654 | -2.474 | 67% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 34.5M | 3,757% |
| Annual Yield % from dividends | 2.95 | 2.05 | 144% |
| Returns for 1 year | -6.10 | 5.30 | -115% |
| Returns for 3 years | 28.17 | 3.98 | 708% |
| Returns for 5 years | -14.13 | 10.42 | -136% |
| Returns for 10 years | -8.60 | N/A | - |
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