FBTAX
Price
$44.59
Change
+$1.13 (+2.60%)
Updated
Jun 26 closing price
Net Assets
1.9B
LYFCX
Price
$17.75
Change
+$0.33 (+1.89%)
Updated
Jun 26 closing price
Net Assets
45.78M
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FBTAX vs LYFCX

FBTAX vs LYFCX Comparison Chart in %
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FBTAX vs. LYFCX commentary
Jun 28, 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 StrongBuy and LYFCX is a Buy.

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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LYFCX (45.8M). FBTAX pays higher dividends than LYFCX: FBTAX (1.13) vs LYFCX (0.71). 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: 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 : 67.22 vs. LYFCX (47.46). FBTAX return over 5 years is better than : 37.13 vs. LYFCX (6.64).
FBTAXLYFCXFBTAX / LYFCX
Total Expense Ratio0.962.4639%
Annual Report Gross Expense Ratio0.962.8833%
Fund Existence26 years7 years-
Gain YTD16.07912.387130%
Front Load6%N/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets1.9B45.8M4,153%
Annual Yield % from dividends1.130.71160%
Returns for 1 year67.2247.46142%
Returns for 3 years85.0934.43247%
Returns for 5 years37.136.64559%
Returns for 10 years145.86N/A-
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