Interact to see
Advertisement
Advertisement
FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LYFCX commentary
Oct 19, 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 Hold and LYFCX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. LYFCX (34.1M). FBTAX pays higher dividends than LYFCX: FBTAX (2.34) vs LYFCX (1.08). FBTAX was incepted earlier than LYFCX: FBTAX (25 years) vs LYFCX (6 years). LYFCX (2.88) is less costly to investors than FBTAX (0.96). LYFCX is a more actively managed with annual turnover of: 164.00 vs. FBTAX (51.00). FBTAX has a lower initial minimum investment than LYFCX: FBTAX (0) vs LYFCX (2500). LYFCX (6.77) and FBTAX (6.68) have marching annual gain over last year. FBTAX return over 5 years is better than : 12.22 vs. LYFCX (10.48).
| FBTAX | LYFCX | FBTAX / LYFCX | |
| Total Expense Ratio | 0.96 | 2.46 | 39% |
| Annual Report Gross Expense Ratio | 0.96 | 2.88 | 33% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 30.577 | 15.203 | 201% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 34.1M | 4,718% |
| Annual Yield % from dividends | 2.34 | 1.08 | 217% |
| Returns for 1 year | 6.68 | 6.77 | 99% |
| Returns for 3 years | 54.53 | 23.00 | 237% |
| Returns for 5 years | 12.22 | 10.48 | 117% |
| Returns for 10 years | 57.74 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement