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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart
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FBTAX vs. LYFAX commentary
Jun 03, 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: 1.28B vs. LYFAX (37.4M). FBTAX pays higher dividends than LYFAX: FBTAX (3.05) vs LYFAX (2.09). FBTAX was incepted earlier than LYFAX: FBTAX (24 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: 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 : 1.43 vs. FBTAX (-9.56). LYFAX return over 5 years is better than : 9.14 vs. FBTAX (-15.11).
| 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 | 6 years | - |
| Gain YTD | -7.350 | -4.789 | 153% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 37.4M | 3,412% |
| Annual Yield % from dividends | 3.05 | 2.09 | 146% |
| Returns for 1 year | -9.56 | 1.43 | -671% |
| Returns for 3 years | 26.76 | 8.68 | 308% |
| Returns for 5 years | -15.11 | 9.14 | -165% |
| Returns for 10 years | -10.90 | N/A | - |
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