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FBTAX vs LYFIX
FBTAX vs LYFIX Comparison
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FBTAX vs LYFIX Comparison Chart in %
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FBTAX vs. LYFIX commentary
Aug 14, 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 Buy and LYFIX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. LYFIX (47.3M). LYFIX pays higher dividends than FBTAX: LYFIX (1.58) vs FBTAX (0.99). FBTAX was incepted earlier than LYFIX: FBTAX (26 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: 107.00 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 : 65.97 vs. LYFIX (54.01). FBTAX return over 5 years is better than : 50.90 vs. LYFIX (35.54).
| FBTAX | LYFIX | FBTAX / LYFIX | |
| Total Expense Ratio | 0.96 | 1.46 | 66% |
| Annual Report Gross Expense Ratio | 0.96 | 1.88 | 51% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 27.484 | 17.925 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 47.3M | 4,651% |
| Annual Yield % from dividends | 0.99 | 1.58 | 62% |
| Returns for 1 year | 65.97 | 54.01 | 122% |
| Returns for 3 years | 103.19 | 38.29 | 270% |
| Returns for 5 years | 50.90 | 35.54 | 143% |
| Returns for 10 years | 134.71 | N/A | - |
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