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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison
Open Charts FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart in %
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FBTAX vs. LYFCX commentary
Sep 20, 2026
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: 2.43B vs. LYFCX (47.8M). FBTAX pays higher dividends than LYFCX: FBTAX (0.91) vs LYFCX (0.62). FBTAX was incepted earlier than LYFCX: FBTAX (26 years) vs LYFCX (7 years). LYFCX (3.08) is less costly to investors than FBTAX (0.96). LYFCX is a more actively managed with annual turnover of: 107.00 vs. FBTAX (51.00). 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 : 53.24 vs. LYFCX (38.71). FBTAX return over 5 years is better than : 44.81 vs. LYFCX (14.71).
| FBTAX | LYFCX | FBTAX / LYFCX | |
| Total Expense Ratio | 0.96 | 2.41 | 40% |
| Annual Report Gross Expense Ratio | 0.96 | 3.08 | 31% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 27.537 | 15.226 | 181% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 47.8M | 5,077% |
| Annual Yield % from dividends | 0.91 | 0.62 | 146% |
| Returns for 1 year | 53.24 | 38.71 | 138% |
| Returns for 3 years | 107.05 | 39.95 | 268% |
| Returns for 5 years | 44.81 | 14.71 | 305% |
| Returns for 10 years | 127.43 | N/A | - |
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