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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: 1.46B vs. LYFIX (34.7M). FBTAX pays higher dividends than LYFIX: FBTAX (2.59) vs LYFIX (2.19). FBTAX was incepted earlier than LYFIX: FBTAX (25 years) vs LYFIX (6 years). LYFIX (1.88) 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). LYFIX (-2.05) and FBTAX (-2.11) have marching annual gain over last year. LYFIX return over 5 years is better than : 24.88 vs. FBTAX (8.83).
| FBTAX | LYFIX | FBTAX / LYFIX | |
| Total Expense Ratio | 0.96 | 1.46 | 66% |
| Annual Report Gross Expense Ratio | 0.96 | 1.88 | 51% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 14.884 | 6.339 | 235% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 34.7M | 4,213% |
| Annual Yield % from dividends | 2.59 | 2.19 | 118% |
| Returns for 1 year | -2.11 | -2.05 | 103% |
| Returns for 3 years | 38.33 | 11.40 | 336% |
| Returns for 5 years | 8.83 | 24.88 | 35% |
| Returns for 10 years | 12.49 | N/A | - |
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