Interact to see
Advertisement
Advertisement
FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LYFAX commentary
Oct 19, 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 Hold and LYFAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.61B vs. LYFAX (33.9M). FBTAX pays higher dividends than LYFAX: FBTAX (2.34) vs LYFAX (1.84). FBTAX was incepted earlier than LYFAX: FBTAX (25 years) vs LYFAX (6 years). LYFAX (2.13) is less costly to investors than FBTAX (0.96). LYFAX is a more actively managed with annual turnover of: 164.00 vs. FBTAX (51.00). FBTAX (6%) and LYFAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than LYFAX: FBTAX (0) vs LYFAX (2500). LYFAX annual gain was more profitable for investors over the last year : 7.56 vs. FBTAX (6.23). LYFAX return over 5 years is better than : 14.97 vs. FBTAX (11.75).
| FBTAX | LYFAX | FBTAX / LYFAX | |
| Total Expense Ratio | 0.96 | 1.71 | 56% |
| Annual Report Gross Expense Ratio | 0.96 | 2.13 | 45% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 30.026 | 15.962 | 188% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 33.9M | 4,746% |
| Annual Yield % from dividends | 2.34 | 1.84 | 127% |
| Returns for 1 year | 6.23 | 7.56 | 82% |
| Returns for 3 years | 53.88 | 26.05 | 207% |
| Returns for 5 years | 11.75 | 14.97 | 78% |
| Returns for 10 years | 57.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement