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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart in %
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FBTAX vs. LYFCX commentary
Jul 01, 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 LYFCX is a StrongSell.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. LYFCX (34.6M). FBTAX pays higher dividends than LYFCX: FBTAX (3.05) vs LYFCX (1.21). FBTAX was incepted earlier than LYFCX: FBTAX (25 years) vs LYFCX (6 years). LYFCX (2.66) is less costly to investors than FBTAX (0.96). LYFCX is a more actively managed with annual turnover of: 164.00 vs. FBTAX (73.00). FBTAX has a lower initial minimum investment than LYFCX: FBTAX (0) vs LYFCX (2500). LYFCX annual gain was more profitable for investors over the last year : 1.38 vs. FBTAX (-10.41). LYFCX return over 5 years is better than : 6.22 vs. FBTAX (-15.89).
| FBTAX | LYFCX | FBTAX / LYFCX | |
| Total Expense Ratio | 0.96 | 2.41 | 40% |
| Annual Report Gross Expense Ratio | 0.96 | 2.66 | 36% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -4.079 | -3.415 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 34.6M | 3,688% |
| Annual Yield % from dividends | 3.05 | 1.21 | 252% |
| Returns for 1 year | -10.41 | 1.38 | -755% |
| Returns for 3 years | 25.01 | 0.95 | 2,625% |
| Returns for 5 years | -15.89 | 6.22 | -256% |
| Returns for 10 years | -10.06 | N/A | - |
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