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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. LYFCX (34.7M). FBTAX pays higher dividends than LYFCX: FBTAX (2.59) vs LYFCX (1.14). 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 (73.00). 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 : -2.11 vs. LYFCX (-2.98). LYFCX return over 5 years is better than : 18.77 vs. FBTAX (8.83).
| 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 | 14.884 | 5.610 | 265% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 34.7M | 4,213% |
| Annual Yield % from dividends | 2.59 | 1.14 | 228% |
| Returns for 1 year | -2.11 | -2.98 | 71% |
| Returns for 3 years | 38.33 | 7.94 | 483% |
| Returns for 5 years | 8.83 | 18.77 | 47% |
| Returns for 10 years | 12.49 | N/A | - |