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JFNIX vs LYFIX
JFNIX vs LYFIX Comparison Chart
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JFNIX vs. LYFIX commentary
Apr 04, 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 LYFIX is a StrongSell.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. LYFIX (43.7M). LYFIX pays higher dividends than JFNIX: LYFIX (2.17) vs JFNIX (0.39). JFNIX was incepted earlier than LYFIX: JFNIX (16 years) vs LYFIX (5 years). LYFIX (1.66) is less costly to investors than JFNIX (0.77). LYFIX is a more actively managed with annual turnover of: 134.00 vs. JFNIX (35.00). JFNIX (2500) and LYFIX (2500) have matching initial minimum investment requirements. LYFIX annual gain was more profitable for investors over the last year : 4.79 vs. JFNIX (-6.78). LYFIX return over 5 years is better than : 41.48 vs. JFNIX (35.56).
| JFNIX | LYFIX | JFNIX / LYFIX | |
| Total Expense Ratio | 0.77 | 1.41 | 55% |
| Annual Report Gross Expense Ratio | 0.77 | 1.66 | 46% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | -0.074 | 2.060 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 43.7M | 11,318% |
| Annual Yield % from dividends | 0.39 | 2.17 | 18% |
| Returns for 1 year | -6.78 | 4.79 | -142% |
| Returns for 3 years | 2.62 | -6.19 | -42% |
| Returns for 5 years | 35.56 | 41.48 | 86% |
| Returns for 10 years | 19.10 | N/A | - |
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