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FBTAX vs LYFIX
FBTAX vs LYFIX Comparison Chart in %
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FBTAX vs. LYFIX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. LYFIX (37.3M). 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 : 40.16 vs. LYFIX (25.01). FBTAX return over 5 years is better than : 18.12 vs. LYFIX (7.55).
| 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 | 43.771 | 27.100 | 162% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 37.3M | 5,185% |
| Annual Yield % from dividends | 1.95 | 1.73 | 113% |
| Returns for 1 year | 40.16 | 25.01 | 161% |
| Returns for 3 years | 66.73 | 38.90 | 172% |
| Returns for 5 years | 18.12 | 7.55 | 240% |
| Returns for 10 years | 54.68 | N/A | - |
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