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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart
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FBTAX vs. LYFCX commentary
May 09, 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: 1.37B vs. LYFCX (40.2M). FBTAX pays higher dividends than LYFCX: FBTAX (2.96) vs LYFCX (1.16). 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 : 0.11 vs. FBTAX (-13.94). LYFCX return over 5 years is better than : 13.24 vs. FBTAX (-11.35).
| 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 | -9.739 | -3.496 | 279% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 40.2M | 3,396% |
| Annual Yield % from dividends | 2.96 | 1.16 | 254% |
| Returns for 1 year | -13.94 | 0.11 | -12,585% |
| Returns for 3 years | 30.95 | 17.45 | 177% |
| Returns for 5 years | -11.35 | 13.24 | -86% |
| Returns for 10 years | -9.32 | N/A | - |
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