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FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart
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FBTAX vs. LYFIX commentary
Apr 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 Hold and LYFIX is a StrongSell.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. LYFIX (43.7M). FBTAX pays higher dividends than LYFIX: FBTAX (2.97) vs LYFIX (2.17). 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 : 4.79 vs. FBTAX (-12.66). LYFIX return over 5 years is better than : 41.48 vs. FBTAX (10.53).
| 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 | -6.211 | 2.060 | -301% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 43.7M | 3,183% |
| Annual Yield % from dividends | 2.97 | 2.17 | 137% |
| Returns for 1 year | -12.66 | 4.79 | -265% |
| Returns for 3 years | 2.83 | -6.19 | -46% |
| Returns for 5 years | 10.53 | 41.48 | 25% |
| Returns for 10 years | -4.32 | N/A | - |
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