Interact to see
Advertisement
Advertisement
FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTAX vs. LYFIX commentary
Dec 04, 2025
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 Buy and LYFIX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. LYFIX (37.5M). FBTAX pays higher dividends than LYFIX: FBTAX (1.95) vs LYFIX (1.73). 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 (51.00). 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 : 27.92 vs. LYFIX (21.29). FBTAX return over 5 years is better than : 16.19 vs. LYFIX (14.29).
| 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 | 43.219 | 29.794 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 37.5M | 5,157% |
| Annual Yield % from dividends | 1.95 | 1.73 | 113% |
| Returns for 1 year | 27.92 | 21.29 | 131% |
| Returns for 3 years | 58.87 | 28.45 | 207% |
| Returns for 5 years | 16.19 | 14.29 | 113% |
| Returns for 10 years | 58.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement