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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
Jul 06, 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 StrongBuy and LYFAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. LYFAX (47.5M). LYFAX pays higher dividends than FBTAX: LYFAX (1.21) vs FBTAX (0.98). 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: 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 : 74.64 vs. LYFAX (56.76). FBTAX return over 5 years is better than : 44.99 vs. LYFAX (20.71).
| 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 | 23.397 | 19.557 | 120% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 47.5M | 4,636% |
| Annual Yield % from dividends | 0.98 | 1.21 | 81% |
| Returns for 1 year | 74.64 | 56.76 | 131% |
| Returns for 3 years | 96.76 | 44.86 | 216% |
| Returns for 5 years | 44.99 | 20.71 | 217% |
| Returns for 10 years | 149.77 | N/A | - |
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