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FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart in %
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FBTAX vs. LYFIX commentary
Jul 06, 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: 1.3B vs. LYFIX (34.4M). FBTAX pays higher dividends than LYFIX: FBTAX (2.95) vs LYFIX (2.30). 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 annual gain was more profitable for investors over the last year : 5.43 vs. FBTAX (-5.68). LYFIX return over 5 years is better than : 11.82 vs. FBTAX (-13.75).
| 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 | -1.213 | -2.377 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 34.4M | 3,767% |
| Annual Yield % from dividends | 2.95 | 2.30 | 128% |
| Returns for 1 year | -5.68 | 5.43 | -105% |
| Returns for 3 years | 28.75 | 4.73 | 607% |
| Returns for 5 years | -13.75 | 11.82 | -116% |
| Returns for 10 years | -8.19 | N/A | - |
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