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JFNIX vs LYFCX
JFNIX vs LYFCX Comparison Chart in %
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JFNIX vs. LYFCX commentary
Oct 19, 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 StrongBuy and LYFCX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.57B vs. LYFCX (34.1M). LYFCX pays higher dividends than JFNIX: LYFCX (1.08) vs JFNIX (0.38). 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 : 6.77 vs. JFNIX (-5.65). JFNIX return over 5 years is better than : 11.17 vs. LYFCX (10.48).
| 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 | 11.511 | 15.203 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 34.1M | 13,411% |
| Annual Yield % from dividends | 0.38 | 1.08 | 35% |
| Returns for 1 year | -5.65 | 6.77 | -83% |
| Returns for 3 years | 24.08 | 23.00 | 105% |
| Returns for 5 years | 11.17 | 10.48 | 107% |
| Returns for 10 years | 45.88 | N/A | - |
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