FBTAX
Price
$50.47
Change
-$1.80 (-3.44%)
Updated
Aug 20 closing price
Net Assets
2.2B
LYFCX
Price
$18.92
Change
+$0.19 (+1.01%)
Updated
Aug 21 closing price
Net Assets
48.79M
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FBTAX vs LYFCX

FBTAX vs LYFCX Comparison Chart in %
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FBTAX vs. LYFCX commentary
Aug 23, 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: 2.2B vs. LYFCX (48.8M). FBTAX pays higher dividends than LYFCX: FBTAX (0.99) vs LYFCX (0.66). FBTAX was incepted earlier than LYFCX: FBTAX (26 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: 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 : 72.01 vs. LYFCX (51.06). FBTAX return over 5 years is better than : 59.32 vs. LYFCX (32.04).
FBTAXLYFCXFBTAX / LYFCX
Total Expense Ratio0.962.4639%
Annual Report Gross Expense Ratio0.962.8833%
Fund Existence26 years7 years-
Gain YTD34.80220.839167%
Front Load6%N/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B48.8M4,508%
Annual Yield % from dividends0.990.66150%
Returns for 1 year72.0151.06141%
Returns for 3 years116.2640.08290%
Returns for 5 years59.3232.04185%
Returns for 10 years144.67N/A-
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