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FBTAX vs LYFIX
FBTAX vs LYFIX Comparison
Open Charts FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart in %
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FBTAX vs. LYFIX commentary
Jun 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.9B vs. LYFIX (40.5M). LYFIX pays higher dividends than FBTAX: LYFIX (1.71) vs FBTAX (1.13). FBTAX was incepted earlier than LYFIX: FBTAX (25 years) vs LYFIX (7 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 (51.00). FBTAX has a lower initial minimum investment than LYFIX: FBTAX (0) vs LYFIX (2500). FBTAX annual gain was more profitable for investors over the last year : 50.10 vs. LYFIX (37.64). FBTAX return over 5 years is better than : 29.40 vs. LYFIX (10.22).
| 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 | 7 years | - |
| Gain YTD | 2.297 | 2.579 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 40.5M | 4,696% |
| Annual Yield % from dividends | 1.13 | 1.71 | 66% |
| Returns for 1 year | 50.10 | 37.64 | 133% |
| Returns for 3 years | 59.94 | 22.73 | 264% |
| Returns for 5 years | 29.40 | 10.22 | 288% |
| Returns for 10 years | 91.09 | N/A | - |
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