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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: 1.3B vs. LYFCX (33.2M). FBTAX pays higher dividends than LYFCX: FBTAX (2.95) vs LYFCX (1.19). FBTAX was incepted earlier than LYFCX: FBTAX (25 years) vs LYFCX (6 years). LYFCX (2.66) 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). LYFCX annual gain was more profitable for investors over the last year : -6.47 vs. FBTAX (-10.87). LYFCX return over 5 years is better than : 10.85 vs. FBTAX (-6.61).
| FBTAX | LYFCX | FBTAX / LYFCX | |
| Total Expense Ratio | 0.96 | 2.41 | 40% |
| Annual Report Gross Expense Ratio | 0.96 | 2.66 | 36% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 3.491 | -1.789 | -195% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 33.2M | 3,904% |
| Annual Yield % from dividends | 2.95 | 1.19 | 248% |
| Returns for 1 year | -10.87 | -6.47 | 168% |
| Returns for 3 years | 31.49 | -1.88 | -1,673% |
| Returns for 5 years | -6.61 | 10.85 | -61% |
| Returns for 10 years | -6.23 | N/A | - |
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