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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. LYFAX (33.2M). FBTAX pays higher dividends than LYFAX: FBTAX (2.74) vs LYFAX (2.08). FBTAX was incepted earlier than LYFAX: FBTAX (25 years) vs LYFAX (6 years). LYFAX (1.91) is less costly to investors than FBTAX (0.96). LYFAX is a more actively managed with annual turnover of: 164.00 vs. FBTAX (73.00). FBTAX (6%) and LYFAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than LYFAX: FBTAX (0) vs LYFAX (2500). FBTAX annual gain was more profitable for investors over the last year : -3.79 vs. LYFAX (-4.48). LYFAX return over 5 years is better than : 17.39 vs. FBTAX (1.58).
| FBTAX | LYFAX | FBTAX / LYFAX | |
| Total Expense Ratio | 0.96 | 1.66 | 58% |
| Annual Report Gross Expense Ratio | 0.96 | 1.91 | 50% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 10.364 | 1.038 | 999% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 33.2M | 4,214% |
| Annual Yield % from dividends | 2.74 | 2.08 | 132% |
| Returns for 1 year | -3.79 | -4.48 | 85% |
| Returns for 3 years | 22.33 | -6.28 | -355% |
| Returns for 5 years | 1.58 | 17.39 | 9% |
| Returns for 10 years | 4.97 | N/A | - |
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