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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison
Open Charts FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart in %
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FBTAX vs. LYFAX commentary
Aug 16, 2026
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: 2.2B vs. LYFAX (46.9M). LYFAX pays higher dividends than FBTAX: LYFAX (1.26) vs FBTAX (0.99). FBTAX was incepted earlier than LYFAX: FBTAX (26 years) vs LYFAX (7 years). LYFAX (2.13) is less costly to investors than FBTAX (0.96). LYFAX is a more actively managed with annual turnover of: 107.00 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 : 62.38 vs. LYFAX (50.85). FBTAX return over 5 years is better than : 51.09 vs. LYFAX (33.60).
| FBTAX | LYFAX | FBTAX / LYFAX | |
| Total Expense Ratio | 0.96 | 1.71 | 56% |
| Annual Report Gross Expense Ratio | 0.96 | 2.13 | 45% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 27.644 | 17.595 | 157% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 46.9M | 4,691% |
| Annual Yield % from dividends | 0.99 | 1.26 | 78% |
| Returns for 1 year | 62.38 | 50.85 | 123% |
| Returns for 3 years | 103.86 | 37.29 | 279% |
| Returns for 5 years | 51.09 | 33.60 | 152% |
| Returns for 10 years | 136.10 | N/A | - |
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