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JFNIX vs LYFAX
JFNIX vs LYFAX Comparison
Open Charts JFNIX vs LYFAX
JFNIX vs LYFAX Comparison Chart in %
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JFNIX vs. LYFAX commentary
Sep 05, 2026
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: 6.03B vs. LYFAX (50.2M). LYFAX pays higher dividends than JFNIX: LYFAX (1.19) vs JFNIX (0.40). JFNIX was incepted earlier than LYFAX: JFNIX (17 years) vs LYFAX (7 years). LYFAX (2.13) is less costly to investors than JFNIX (0.78). LYFAX is a more actively managed with annual turnover of: 107.00 vs. JFNIX (30.00). JFNIX (2500) and LYFAX (2500) have matching initial minimum investment requirements. LYFAX annual gain was more profitable for investors over the last year : 48.43 vs. JFNIX (32.68). LYFAX return over 5 years is better than : 23.46 vs. JFNIX (21.16).
| JFNIX | LYFAX | JFNIX / LYFAX | |
| Total Expense Ratio | 0.78 | 1.71 | 46% |
| Annual Report Gross Expense Ratio | 0.78 | 2.13 | 37% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 13.886 | 21.076 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 50.2M | 12,020% |
| Annual Yield % from dividends | 0.40 | 1.19 | 34% |
| Returns for 1 year | 32.68 | 48.43 | 67% |
| Returns for 3 years | 33.77 | 42.16 | 80% |
| Returns for 5 years | 21.16 | 23.46 | 90% |
| Returns for 10 years | 96.05 | N/A | - |
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