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FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart
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FBTAX vs. LYFIX commentary
Jun 04, 2025
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 Buy and LYFIX is a StrongSell.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. LYFIX (37.3M). FBTAX pays higher dividends than LYFIX: FBTAX (3.05) vs LYFIX (2.35). FBTAX was incepted earlier than LYFIX: FBTAX (24 years) vs LYFIX (6 years). LYFIX (1.66) is less costly to investors than FBTAX (0.96). LYFIX is a more actively managed with annual turnover of: 134.00 vs. FBTAX (73.00). FBTAX has a lower initial minimum investment than LYFIX: FBTAX (0) vs LYFIX (2500). LYFIX annual gain was more profitable for investors over the last year : 0.27 vs. FBTAX (-8.21). LYFIX return over 5 years is better than : 11.52 vs. FBTAX (-12.33).
| FBTAX | LYFIX | FBTAX / LYFIX | |
| Total Expense Ratio | 0.96 | 1.41 | 68% |
| Annual Report Gross Expense Ratio | 0.96 | 1.66 | 58% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -5.145 | -4.437 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 37.3M | 3,421% |
| Annual Yield % from dividends | 3.05 | 2.35 | 130% |
| Returns for 1 year | -8.21 | 0.27 | -3,039% |
| Returns for 3 years | 29.77 | 9.73 | 306% |
| Returns for 5 years | -12.33 | 11.52 | -107% |
| Returns for 10 years | -8.78 | N/A | - |
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