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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart in %
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FBTAX vs. LYFAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.74B vs. LYFAX (35.8M). FBTAX pays higher dividends than LYFAX: FBTAX (2.16) vs LYFAX (1.66). 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 (51.00). 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 annual gain was more profitable for investors over the last year : 32.79 vs. LYFAX (20.73). FBTAX return over 5 years is better than : 20.15 vs. LYFAX (15.69).
| 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 | 40.647 | 23.543 | 173% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 35.8M | 4,863% |
| Annual Yield % from dividends | 2.16 | 1.66 | 130% |
| Returns for 1 year | 32.79 | 20.73 | 158% |
| Returns for 3 years | 63.64 | 29.45 | 216% |
| Returns for 5 years | 20.15 | 15.69 | 128% |
| Returns for 10 years | 56.33 | N/A | - |
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