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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart in %
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FBTAX vs. LYFCX commentary
Dec 04, 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 Buy and LYFCX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. LYFCX (37.7M). FBTAX pays higher dividends than LYFCX: FBTAX (1.95) vs LYFCX (0.90). FBTAX was incepted earlier than LYFCX: FBTAX (25 years) vs LYFCX (6 years). LYFCX (2.88) is less costly to investors than FBTAX (0.96). LYFCX is a more actively managed with annual turnover of: 164.00 vs. FBTAX (51.00). FBTAX has a lower initial minimum investment than LYFCX: FBTAX (0) vs LYFCX (2500). FBTAX annual gain was more profitable for investors over the last year : 27.92 vs. LYFCX (20.10). FBTAX return over 5 years is better than : 16.19 vs. LYFCX (8.61).
| FBTAX | LYFCX | FBTAX / LYFCX | |
| Total Expense Ratio | 0.96 | 2.46 | 39% |
| Annual Report Gross Expense Ratio | 0.96 | 2.88 | 33% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 43.219 | 28.618 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 37.7M | 5,130% |
| Annual Yield % from dividends | 1.95 | 0.90 | 218% |
| Returns for 1 year | 27.92 | 20.10 | 139% |
| Returns for 3 years | 58.87 | 24.59 | 239% |
| Returns for 5 years | 16.19 | 8.61 | 188% |
| Returns for 10 years | 58.76 | N/A | - |
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