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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart in %
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FBTAX vs. LYFCX commentary
Aug 08, 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 StrongSell.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. LYFCX (32.6M). FBTAX pays higher dividends than LYFCX: FBTAX (2.74) 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). FBTAX annual gain was more profitable for investors over the last year : -4.01 vs. LYFCX (-4.49). LYFCX return over 5 years is better than : 7.62 vs. FBTAX (-3.22).
| 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 | 6.578 | -3.089 | -213% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 32.6M | 4,291% |
| Annual Yield % from dividends | 2.74 | 1.21 | 226% |
| Returns for 1 year | -4.01 | -4.49 | 89% |
| Returns for 3 years | 22.94 | -9.57 | -240% |
| Returns for 5 years | -3.22 | 7.62 | -42% |
| Returns for 10 years | 1.20 | N/A | - |
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