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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart in %
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FBTAX vs. LYFAX commentary
Sep 06, 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: 1.46B vs. LYFAX (34.2M). FBTAX pays higher dividends than LYFAX: FBTAX (2.59) vs LYFAX (1.95). FBTAX was incepted earlier than LYFAX: FBTAX (25 years) vs LYFAX (6 years). LYFAX (2.13) 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). FBTAX (-3.83) and LYFAX (-3.87) have marching annual gain over last year. LYFAX return over 5 years is better than : 21.29 vs. FBTAX (6.91).
| FBTAX | LYFAX | FBTAX / LYFAX | |
| Total Expense Ratio | 0.96 | 1.71 | 56% |
| Annual Report Gross Expense Ratio | 0.96 | 2.13 | 45% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 12.863 | 4.389 | 293% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 34.2M | 4,275% |
| Annual Yield % from dividends | 2.59 | 1.95 | 133% |
| Returns for 1 year | -3.83 | -3.87 | 99% |
| Returns for 3 years | 35.90 | 8.67 | 414% |
| Returns for 5 years | 6.91 | 21.29 | 32% |
| Returns for 10 years | 10.51 | N/A | - |
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