FBTAX
Price
$37.13
Change
-$1.17 (-3.05%)
Updated
Jun 2 closing price
Net Assets
1.9B
LYFCX
Price
$15.34
Change
-$0.49 (-3.10%)
Updated
Jun 2 closing price
Net Assets
40.51M
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FBTAX vs LYFCX

Header iconFBTAX vs LYFCX Comparison
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FBTAX vs LYFCX Comparison Chart in %
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FBTAX vs. LYFCX commentary
Jun 04, 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.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LYFCX (40.5M). FBTAX pays higher dividends than LYFCX: FBTAX (1.13) vs LYFCX (0.71). FBTAX was incepted earlier than LYFCX: FBTAX (25 years) vs LYFCX (7 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 (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 : 50.10 vs. LYFCX (36.18). FBTAX return over 5 years is better than : 29.40 vs. LYFCX (4.71).
FBTAXLYFCXFBTAX / LYFCX
Total Expense Ratio0.962.4639%
Annual Report Gross Expense Ratio0.962.8833%
Fund Existence25 years7 years-
Gain YTD2.2972.129108%
Front Load6%N/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B40.5M4,696%
Annual Yield % from dividends1.130.71160%
Returns for 1 year50.1036.18138%
Returns for 3 years59.9419.01315%
Returns for 5 years29.404.71624%
Returns for 10 years91.09N/A-
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