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FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. LYFIX (33.2M). FBTAX pays higher dividends than LYFIX: FBTAX (2.74) vs LYFIX (2.34). FBTAX was incepted earlier than LYFIX: FBTAX (25 years) vs LYFIX (6 years). LYFIX (1.66) is less costly to investors than FBTAX (0.96). LYFIX is a more actively managed with annual turnover of: 164.00 vs. FBTAX (73.00). FBTAX has a lower initial minimum investment than LYFIX: FBTAX (0) vs LYFIX (2500). FBTAX annual gain was more profitable for investors over the last year : -3.79 vs. LYFIX (-4.19). LYFIX return over 5 years is better than : 18.93 vs. FBTAX (1.58).
| FBTAX | LYFIX | FBTAX / LYFIX | |
| Total Expense Ratio | 0.96 | 1.41 | 68% |
| Annual Report Gross Expense Ratio | 0.96 | 1.66 | 58% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 10.364 | 1.268 | 817% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 33.2M | 4,214% |
| Annual Yield % from dividends | 2.74 | 2.34 | 117% |
| Returns for 1 year | -3.79 | -4.19 | 91% |
| Returns for 3 years | 22.33 | -5.51 | -405% |
| Returns for 5 years | 1.58 | 18.93 | 8% |
| Returns for 10 years | 4.97 | N/A | - |