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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: 1.3B vs. LYFAX (34.4M). FBTAX pays higher dividends than LYFAX: FBTAX (2.95) vs LYFAX (2.05). 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: 134.00 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). LYFAX annual gain was more profitable for investors over the last year : 5.21 vs. FBTAX (-5.68). LYFAX return over 5 years is better than : 10.33 vs. FBTAX (-13.75).
| 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 | -1.213 | -2.554 | 47% |
| Front Load | 6% | 6% | 100% |
| 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 | 2.05 | 144% |
| Returns for 1 year | -5.68 | 5.21 | -109% |
| Returns for 3 years | 28.75 | 3.89 | 738% |
| Returns for 5 years | -13.75 | 10.33 | -133% |
| Returns for 10 years | -8.19 | N/A | - |
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