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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart
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FBTAX vs. LYFAX commentary
Jan 23, 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: 1.56B vs. LYFAX (53.1M). FBTAX pays higher dividends than LYFAX: FBTAX (1.02) vs LYFAX (0.00). FBTAX was incepted earlier than LYFAX: FBTAX (24 years) vs LYFAX (5 years). LYFAX is a more actively managed with annual turnover of: 142.00 vs. FBTAX (78.00). 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 : 5.64 vs. FBTAX (-5.30). LYFAX return over 5 years is better than : 26.89 vs. FBTAX (3.76).
| FBTAX | LYFAX | FBTAX / LYFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -2.573 | 2.394 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 53.1M | 2,928% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -5.30 | 5.64 | -94% |
| Returns for 3 years | 19.91 | 7.82 | 255% |
| Returns for 5 years | 3.76 | 26.89 | 14% |
| Returns for 10 years | 5.98 | N/A | - |
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