Interact to see
Advertisement
Advertisement
FBTAX vs LYFAX
FBTAX vs LYFAX Comparison
Open Charts FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
A.I.Advisor
published Highlights
Market Cap
The average market capitalization across the group is 1.24B. The market cap for tickers in the group ranges from 50.16M to 2.43B. FBTAX holds the highest valuation in this group at 2.43B. The lowest valued company is LYFAX at 50.16M.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 7%, and the average quarterly price growth was 27%. LYFAX experienced the highest price growth at -1%, while FBTAX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
FBTAX vs. LYFAX commentary
Sep 05, 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: 2.43B vs. LYFAX (50.2M). LYFAX pays higher dividends than FBTAX: LYFAX (1.19) vs FBTAX (0.91). 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 : 64.39 vs. LYFAX (48.43). FBTAX return over 5 years is better than : 47.46 vs. LYFAX (23.46).
| 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 | 33.307 | 21.076 | 158% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 50.2M | 4,835% |
| Annual Yield % from dividends | 0.91 | 1.19 | 76% |
| Returns for 1 year | 64.39 | 48.43 | 133% |
| Returns for 3 years | 114.12 | 42.16 | 271% |
| Returns for 5 years | 47.46 | 23.46 | 202% |
| Returns for 10 years | 150.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers