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JFNIX vs LYFIX
JFNIX vs LYFIX Comparison Chart in %
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JFNIX vs. LYFIX 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 LYFIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. LYFIX (36.1M). LYFIX pays higher dividends than JFNIX: LYFIX (1.87) vs JFNIX (0.35). JFNIX was incepted earlier than LYFIX: JFNIX (16 years) vs LYFIX (6 years). LYFIX (1.88) is less costly to investors than JFNIX (0.77). LYFIX is a more actively managed with annual turnover of: 164.00 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 : 21.00 vs. JFNIX (10.62). JFNIX (17.36) and LYFIX (16.93) have equivalent 5 years return.
| JFNIX | LYFIX | JFNIX / LYFIX | |
| Total Expense Ratio | 0.77 | 1.46 | 53% |
| Annual Report Gross Expense Ratio | 0.77 | 1.88 | 41% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 20.465 | 24.326 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 36.1M | 13,709% |
| Annual Yield % from dividends | 0.35 | 1.87 | 19% |
| Returns for 1 year | 10.62 | 21.00 | 51% |
| Returns for 3 years | 26.80 | 30.98 | 87% |
| Returns for 5 years | 17.36 | 16.93 | 103% |
| Returns for 10 years | 52.25 | N/A | - |
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