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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
Jun 11, 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: 1.9B vs. LYFAX (41.2M). LYFAX pays higher dividends than FBTAX: LYFAX (1.36) vs FBTAX (1.13). FBTAX was incepted earlier than LYFAX: FBTAX (25 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 : 44.86 vs. LYFAX (34.82). FBTAX return over 5 years is better than : 21.11 vs. LYFAX (1.84).
| FBTAX | LYFAX | FBTAX / LYFAX | |
| Total Expense Ratio | 0.96 | 1.71 | 56% |
| Annual Report Gross Expense Ratio | 0.96 | 2.13 | 45% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 2.431 | 2.911 | 83% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 41.2M | 4,617% |
| Annual Yield % from dividends | 1.13 | 1.36 | 84% |
| Returns for 1 year | 44.86 | 34.82 | 129% |
| Returns for 3 years | 58.77 | 19.55 | 301% |
| Returns for 5 years | 21.11 | 1.84 | 1,147% |
| Returns for 10 years | 101.68 | N/A | - |
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