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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
Aug 02, 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: 2.2B vs. LYFCX (45M). 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 : 61.82 vs. LYFCX (49.51). FBTAX return over 5 years is better than : 46.45 vs. LYFCX (22.18).
| FBTAX | LYFCX | FBTAX / LYFCX | |
| Total Expense Ratio | 0.96 | 2.46 | 39% |
| Annual Report Gross Expense Ratio | 0.96 | 2.88 | 33% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 20.620 | 12.129 | 170% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 45M | 4,889% |
| Annual Yield % from dividends | 0.99 | 0.66 | 150% |
| Returns for 1 year | 61.82 | 49.51 | 125% |
| Returns for 3 years | 89.19 | 26.55 | 336% |
| Returns for 5 years | 46.45 | 22.18 | 209% |
| Returns for 10 years | 121.05 | N/A | - |
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