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JFNIX vs LYFAX
JFNIX vs LYFAX Comparison Chart
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JFNIX vs. LYFAX commentary
May 09, 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: 4.66B vs. LYFAX (40.2M). LYFAX pays higher dividends than JFNIX: LYFAX (2.00) 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 : 0.77 vs. JFNIX (-11.12). LYFAX return over 5 years is better than : 17.16 vs. JFNIX (11.03).
| 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 | -4.704 | -3.272 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 40.2M | 11,580% |
| Annual Yield % from dividends | 0.39 | 2.00 | 20% |
| Returns for 1 year | -11.12 | 0.77 | -1,440% |
| Returns for 3 years | 14.09 | 20.18 | 70% |
| Returns for 5 years | 11.03 | 17.16 | 64% |
| Returns for 10 years | 11.52 | N/A | - |
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