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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart in %
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FBTAX vs. LYFAX commentary
Jan 15, 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 LYFAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.84B vs. LYFAX (36.9M). LYFAX pays higher dividends than FBTAX: LYFAX (1.42) vs FBTAX (1.19). 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). FBTAX annual gain was more profitable for investors over the last year : 40.12 vs. LYFAX (25.33). FBTAX return over 5 years is better than : 9.77 vs. LYFAX (0.71).
| 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 | -1.549 | -0.190 | 816% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 36.9M | 4,995% |
| Annual Yield % from dividends | 1.19 | 1.42 | 84% |
| Returns for 1 year | 40.12 | 25.33 | 158% |
| Returns for 3 years | 54.24 | 15.04 | 361% |
| Returns for 5 years | 9.77 | 0.71 | 1,368% |
| Returns for 10 years | 86.09 | N/A | - |
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