Ad is loading...
FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LYFIX commentary
May 09, 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 Hold and LYFIX is a StrongSell.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.37B vs. LYFIX (40.2M). FBTAX pays higher dividends than LYFIX: FBTAX (2.96) vs LYFIX (2.25). FBTAX was incepted earlier than LYFIX: FBTAX (24 years) vs LYFIX (5 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 : 1.03 vs. FBTAX (-13.94). LYFIX return over 5 years is better than : 18.65 vs. FBTAX (-11.35).
| 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 | 5 years | - |
| Gain YTD | -9.739 | -3.170 | 307% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 40.2M | 3,396% |
| Annual Yield % from dividends | 2.96 | 2.25 | 131% |
| Returns for 1 year | -13.94 | 1.03 | -1,360% |
| Returns for 3 years | 30.95 | 21.11 | 147% |
| Returns for 5 years | -11.35 | 18.65 | -61% |
| Returns for 10 years | -9.32 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...