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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart in %
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FBTAX vs. LYFCX commentary
Sep 17, 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 pays higher dividends than LYFCX: FBTAX (2.59) vs LYFCX (1.14). 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 (73.00). FBTAX has a lower initial minimum investment than LYFCX: FBTAX (0) vs LYFCX (2500). LYFCX (-6.39) and FBTAX (-6.70) have marching annual gain over last year. LYFCX return over 5 years is better than : 9.29 vs. FBTAX (0.90).
| 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 | 13.230 | 3.333 | 397% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | N/A | - |
| Annual Yield % from dividends | 2.59 | 1.14 | 228% |
| Returns for 1 year | -6.70 | -6.39 | 105% |
| Returns for 3 years | 31.31 | 4.49 | 697% |
| Returns for 5 years | 0.90 | 9.29 | 10% |
| Returns for 10 years | 13.40 | N/A | - |
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