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FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart in %
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FBTAX vs. LYFIX commentary
Oct 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 Buy and LYFIX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. LYFIX (33.2M). FBTAX pays higher dividends than LYFIX: FBTAX (2.34) vs LYFIX (2.08). FBTAX was incepted earlier than LYFIX: FBTAX (25 years) vs LYFIX (6 years). LYFIX (1.88) is less costly to investors than FBTAX (0.96). LYFIX is a more actively managed with annual turnover of: 164.00 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 : 5.71 vs. FBTAX (4.86). LYFIX return over 5 years is better than : 13.04 vs. FBTAX (5.42).
| FBTAX | LYFIX | FBTAX / LYFIX | |
| Total Expense Ratio | 0.96 | 1.46 | 66% |
| Annual Report Gross Expense Ratio | 0.96 | 1.88 | 51% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 23.999 | 11.569 | 207% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 33.2M | 4,846% |
| Annual Yield % from dividends | 2.34 | 2.08 | 113% |
| Returns for 1 year | 4.86 | 5.71 | 85% |
| Returns for 3 years | 49.94 | 22.55 | 221% |
| Returns for 5 years | 5.42 | 13.04 | 42% |
| Returns for 10 years | 47.11 | N/A | - |
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