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JFNIX vs LYFAX
JFNIX vs LYFAX Comparison Chart in %
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JFNIX vs. LYFAX commentary
Oct 10, 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 Buy and LYFAX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.49B vs. LYFAX (33.1M). LYFAX pays higher dividends than JFNIX: LYFAX (1.84) vs JFNIX (0.38). JFNIX was incepted earlier than LYFAX: JFNIX (16 years) vs LYFAX (6 years). LYFAX (2.13) is less costly to investors than JFNIX (0.77). LYFAX is a more actively managed with annual turnover of: 164.00 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 : 6.18 vs. JFNIX (-6.30). LYFAX return over 5 years is better than : 11.55 vs. JFNIX (8.06).
| JFNIX | LYFAX | JFNIX / LYFAX | |
| Total Expense Ratio | 0.77 | 1.71 | 45% |
| Annual Report Gross Expense Ratio | 0.77 | 2.13 | 36% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 9.130 | 11.732 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 33.1M | 13,550% |
| Annual Yield % from dividends | 0.38 | 1.84 | 21% |
| Returns for 1 year | -6.30 | 6.18 | -102% |
| Returns for 3 years | 24.29 | 21.97 | 111% |
| Returns for 5 years | 8.06 | 11.55 | 70% |
| Returns for 10 years | 41.04 | N/A | - |