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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart
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FBTAX vs. LYFAX commentary
Apr 17, 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: 1.39B vs. LYFAX (41M). FBTAX pays higher dividends than LYFAX: FBTAX (2.97) vs LYFAX (1.93). 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 : 6.26 vs. FBTAX (-13.49). LYFAX return over 5 years is better than : 25.95 vs. FBTAX (-11.51).
| 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 | -12.606 | -1.995 | 632% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 41M | 3,393% |
| Annual Yield % from dividends | 2.97 | 1.93 | 154% |
| Returns for 1 year | -13.49 | 6.26 | -215% |
| Returns for 3 years | -0.64 | -7.34 | 9% |
| Returns for 5 years | -11.51 | 25.95 | -44% |
| Returns for 10 years | -14.57 | N/A | - |
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