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FBTAX vs LYFCX
FBTAX vs LYFCX Comparison Chart in %
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FBTAX vs. LYFCX commentary
Feb 05, 2026
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 StrongBuy and LYFCX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. LYFCX (40.3M). FBTAX pays higher dividends than LYFCX: FBTAX (1.17) vs LYFCX (0.73). 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 : 42.12 vs. LYFCX (22.66). FBTAX return over 5 years is better than : 12.38 vs. LYFCX (-3.44).
| 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 | 2.751 | 2.129 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 40.3M | 4,630% |
| Annual Yield % from dividends | 1.17 | 0.73 | 160% |
| Returns for 1 year | 42.12 | 22.66 | 186% |
| Returns for 3 years | 60.53 | 10.98 | 551% |
| Returns for 5 years | 12.38 | -3.44 | -360% |
| Returns for 10 years | 122.13 | N/A | - |
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