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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart
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FBTAX vs. LYFCX commentary
Jun 03, 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 (37.4M). FBTAX pays higher dividends than LYFCX: FBTAX (3.05) vs LYFCX (1.21). FBTAX was incepted earlier than LYFCX: FBTAX (24 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: 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 : 0.69 vs. FBTAX (-9.56). LYFCX return over 5 years is better than : 5.46 vs. FBTAX (-15.11).
| 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 | 6 years | - |
| Gain YTD | -7.350 | -5.041 | 146% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 37.4M | 3,412% |
| Annual Yield % from dividends | 3.05 | 1.21 | 252% |
| Returns for 1 year | -9.56 | 0.69 | -1,383% |
| Returns for 3 years | 26.76 | 6.22 | 430% |
| Returns for 5 years | -15.11 | 5.46 | -277% |
| Returns for 10 years | -10.90 | N/A | - |
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