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FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart in %
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FBTAX vs. LYFIX 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 LYFIX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. LYFIX (40.3M). LYFIX pays higher dividends than FBTAX: LYFIX (1.76) vs FBTAX (1.17). 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 : 41.64 vs. LYFIX (23.15). FBTAX return over 5 years is better than : 10.89 vs. LYFIX (-0.79).
| 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 | 3.152 | 1.447 | 218% |
| 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 | 1.76 | 66% |
| Returns for 1 year | 41.64 | 23.15 | 180% |
| Returns for 3 years | 61.15 | 13.49 | 453% |
| Returns for 5 years | 10.89 | -0.79 | -1,377% |
| Returns for 10 years | 123.00 | N/A | - |
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