Interact to see
Advertisement
Advertisement
JFNIX vs LYFCX
JFNIX vs LYFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. LYFCX commentary
Nov 20, 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 Hold and LYFCX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. LYFCX (35.8M). LYFCX pays higher dividends than JFNIX: LYFCX (0.97) vs JFNIX (0.35). JFNIX was incepted earlier than LYFCX: JFNIX (16 years) vs LYFCX (6 years). LYFCX (2.88) is less costly to investors than JFNIX (0.77). LYFCX is a more actively managed with annual turnover of: 164.00 vs. JFNIX (35.00). JFNIX (2500) and LYFCX (2500) have matching initial minimum investment requirements. LYFCX annual gain was more profitable for investors over the last year : 19.78 vs. JFNIX (11.21). JFNIX return over 5 years is better than : 18.02 vs. LYFCX (11.30).
| JFNIX | LYFCX | JFNIX / LYFCX | |
| Total Expense Ratio | 0.77 | 2.46 | 31% |
| Annual Report Gross Expense Ratio | 0.77 | 2.88 | 27% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 20.715 | 22.683 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 35.8M | 13,824% |
| Annual Yield % from dividends | 0.35 | 0.97 | 36% |
| Returns for 1 year | 11.21 | 19.78 | 57% |
| Returns for 3 years | 27.06 | 26.42 | 102% |
| Returns for 5 years | 18.02 | 11.30 | 159% |
| Returns for 10 years | 52.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement