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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.28B vs. LYFCX (35.9M). FBTAX pays higher dividends than LYFCX: FBTAX (3.05) vs LYFCX (1.21). FBTAX was incepted earlier than LYFCX: FBTAX (24 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: 134.00 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 : 0.45 vs. FBTAX (-7.14). LYFCX return over 5 years is better than : 10.48 vs. FBTAX (-8.77).
| FBTAX | LYFCX | FBTAX / LYFCX | |
| Total Expense Ratio | 0.96 | 2.41 | 40% |
| Annual Report Gross Expense Ratio | 0.96 | 2.66 | 36% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | -2.573 | -3.008 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 35.9M | 3,554% |
| Annual Yield % from dividends | 3.05 | 1.21 | 252% |
| Returns for 1 year | -7.14 | 0.45 | -1,589% |
| Returns for 3 years | 45.29 | 13.81 | 328% |
| Returns for 5 years | -8.77 | 10.48 | -84% |
| Returns for 10 years | -6.12 | N/A | - |