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JFNIX vs LYFCX
JFNIX vs LYFCX Comparison Chart in %
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JFNIX vs. LYFCX commentary
Jul 01, 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 StrongSell.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. LYFCX (34.6M). LYFCX pays higher dividends than JFNIX: LYFCX (1.21) vs JFNIX (0.42). JFNIX was incepted earlier than LYFCX: JFNIX (16 years) vs LYFCX (6 years). LYFCX (2.66) 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 : 1.38 vs. JFNIX (-13.59). LYFCX return over 5 years is better than : 6.22 vs. JFNIX (5.08).
| JFNIX | LYFCX | JFNIX / LYFCX | |
| Total Expense Ratio | 0.77 | 2.41 | 32% |
| Annual Report Gross Expense Ratio | 0.77 | 2.66 | 29% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -2.970 | -3.415 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 34.6M | 12,572% |
| Annual Yield % from dividends | 0.42 | 1.21 | 34% |
| Returns for 1 year | -13.59 | 1.38 | -986% |
| Returns for 3 years | 8.97 | 0.95 | 942% |
| Returns for 5 years | 5.08 | 6.22 | 82% |
| Returns for 10 years | 11.00 | N/A | - |
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