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JFNIX vs LYFAX
JFNIX vs LYFAX Comparison Chart in %
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JFNIX vs. LYFAX commentary
Jul 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 JFNIX is a Buy and LYFAX is a StrongSell.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. LYFAX (33.2M). LYFAX pays higher dividends than JFNIX: LYFAX (2.05) vs JFNIX (0.41). JFNIX was incepted earlier than LYFAX: JFNIX (16 years) vs LYFAX (6 years). LYFAX (1.91) 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 : -5.76 vs. JFNIX (-14.09). LYFAX return over 5 years is better than : 14.92 vs. JFNIX (5.60).
| 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 | 6 years | - |
| Gain YTD | -0.956 | -1.357 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.4B | 33.2M | 13,259% |
| Annual Yield % from dividends | 0.41 | 2.05 | 20% |
| Returns for 1 year | -14.09 | -5.76 | 244% |
| Returns for 3 years | 9.36 | 0.39 | 2,382% |
| Returns for 5 years | 5.60 | 14.92 | 38% |
| Returns for 10 years | 7.79 | N/A | - |
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