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FBTAX vs LYFAX
FBTAX vs LYFAX Comparison Chart in %
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FBTAX vs. LYFAX commentary
Feb 04, 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 StrongBuy and LYFAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. LYFAX (40.3M). LYFAX pays higher dividends than FBTAX: LYFAX (1.40) vs FBTAX (1.17). 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 : 42.12 vs. LYFAX (23.51). FBTAX return over 5 years is better than : 12.38 vs. LYFAX (0.36).
| 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 | 2.751 | 2.215 | 124% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 40.3M | 4,630% |
| Annual Yield % from dividends | 1.17 | 1.40 | 84% |
| Returns for 1 year | 42.12 | 23.51 | 179% |
| Returns for 3 years | 60.53 | 13.49 | 449% |
| Returns for 5 years | 12.38 | 0.36 | 3,395% |
| Returns for 10 years | 122.13 | N/A | - |
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