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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart
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FBTAX vs. LYFAX commentary
Feb 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: 1.54B vs. LYFAX (47.8M). 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 : 4.81 vs. FBTAX (-4.28). LYFAX return over 5 years is better than : 27.40 vs. FBTAX (0.89).
| 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 | 1.654 | 4.789 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 47.8M | 3,213% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | -4.28 | 4.81 | -89% |
| Returns for 3 years | 23.29 | 9.89 | 236% |
| Returns for 5 years | 0.89 | 27.40 | 3% |
| Returns for 10 years | 6.36 | N/A | - |