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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart
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FBTAX vs. LYFCX commentary
Apr 18, 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: 1.39B vs. LYFCX (40.7M). FBTAX pays higher dividends than LYFCX: FBTAX (2.97) vs LYFCX (1.12). FBTAX was incepted earlier than LYFCX: FBTAX (24 years) vs LYFCX (5 years). LYFCX (2.66) is less costly to investors than FBTAX (0.96). LYFCX is a more actively managed with annual turnover of: 134.00 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 : 5.57 vs. FBTAX (-14.81). LYFCX return over 5 years is better than : 17.68 vs. FBTAX (-12.93).
| FBTAX | LYFCX | FBTAX / LYFCX | |
| Total Expense Ratio | 0.96 | 2.41 | 40% |
| Annual Report Gross Expense Ratio | 0.96 | 2.66 | 36% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | -14.002 | -3.496 | 401% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 40.7M | 3,418% |
| Annual Yield % from dividends | 2.97 | 1.12 | 265% |
| Returns for 1 year | -14.81 | 5.57 | -266% |
| Returns for 3 years | 1.10 | -7.02 | -16% |
| Returns for 5 years | -12.93 | 17.68 | -73% |
| Returns for 10 years | -16.28 | N/A | - |