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JFNIX vs LYFAX
JFNIX vs LYFAX Comparison Chart
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JFNIX vs. LYFAX commentary
Apr 17, 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 JFNIX is a Hold and LYFAX is a StrongSell.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. LYFAX (41M). LYFAX pays higher dividends than JFNIX: LYFAX (1.93) vs JFNIX (0.39). JFNIX was incepted earlier than LYFAX: JFNIX (16 years) vs LYFAX (5 years). LYFAX (1.91) is less costly to investors than JFNIX (0.77). LYFAX is a more actively managed with annual turnover of: 134.00 vs. JFNIX (35.00). JFNIX (2500) and LYFAX (2500) have matching initial minimum investment requirements. LYFAX annual gain was more profitable for investors over the last year : 6.26 vs. JFNIX (-7.02). LYFAX return over 5 years is better than : 25.95 vs. JFNIX (17.00).
| JFNIX | LYFAX | JFNIX / LYFAX | |
| Total Expense Ratio | 0.77 | 1.66 | 46% |
| Annual Report Gross Expense Ratio | 0.77 | 1.91 | 40% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -3.734 | -1.995 | 187% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 41M | 11,495% |
| Annual Yield % from dividends | 0.39 | 1.93 | 20% |
| Returns for 1 year | -7.02 | 6.26 | -112% |
| Returns for 3 years | -1.19 | -7.34 | 16% |
| Returns for 5 years | 17.00 | 25.95 | 66% |
| Returns for 10 years | 11.04 | N/A | - |
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