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JFNIX vs LYFAX
JFNIX vs LYFAX Comparison Chart
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JFNIX vs. LYFAX commentary
Jun 06, 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 (37.2M). LYFAX pays higher dividends than JFNIX: LYFAX (2.09) vs JFNIX (0.42). 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: 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 : -0.55 vs. JFNIX (-13.19). LYFAX return over 5 years is better than : 10.17 vs. JFNIX (8.18).
| 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 | -3.528 | -4.150 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 37.2M | 12,513% |
| Annual Yield % from dividends | 0.42 | 2.09 | 20% |
| Returns for 1 year | -13.19 | -0.55 | 2,405% |
| Returns for 3 years | 10.68 | 10.29 | 104% |
| Returns for 5 years | 8.18 | 10.17 | 80% |
| Returns for 10 years | 11.48 | N/A | - |
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