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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 (34.4M). 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: 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 : 4.45 vs. FBTAX (-5.68). LYFCX return over 5 years is better than : 6.47 vs. FBTAX (-13.75).
| 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 | -1.213 | -2.927 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 34.4M | 3,767% |
| Annual Yield % from dividends | 2.95 | 1.19 | 248% |
| Returns for 1 year | -5.68 | 4.45 | -128% |
| Returns for 3 years | 28.75 | 1.46 | 1,965% |
| Returns for 5 years | -13.75 | 6.47 | -212% |
| Returns for 10 years | -8.19 | N/A | - |
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