Interact to see
Advertisement
Advertisement
FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LYFIX commentary
Aug 08, 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: 1.4B vs. LYFIX (32.2M). FBTAX pays higher dividends than LYFIX: FBTAX (2.74) vs LYFIX (2.34). FBTAX was incepted earlier than LYFIX: FBTAX (25 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: 164.00 vs. FBTAX (73.00). FBTAX has a lower initial minimum investment than LYFIX: FBTAX (0) vs LYFIX (2500). LYFIX (-3.53) and FBTAX (-3.57) have marching annual gain over last year. LYFIX return over 5 years is better than : 11.83 vs. FBTAX (-4.65).
| FBTAX | LYFIX | FBTAX / LYFIX | |
| Total Expense Ratio | 0.96 | 1.41 | 68% |
| Annual Report Gross Expense Ratio | 0.96 | 1.66 | 58% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 4.998 | -3.566 | -140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 32.2M | 4,345% |
| Annual Yield % from dividends | 2.74 | 2.34 | 117% |
| Returns for 1 year | -3.57 | -3.53 | 101% |
| Returns for 3 years | 17.81 | -8.43 | -211% |
| Returns for 5 years | -4.65 | 11.83 | -39% |
| Returns for 10 years | -1.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement