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JFNIX vs LYFIX
JFNIX vs LYFIX Comparison Chart
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JFNIX vs. LYFIX commentary
Jun 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: 4.66B vs. LYFIX (37.3M). LYFIX pays higher dividends than JFNIX: LYFIX (2.35) vs JFNIX (0.42). JFNIX was incepted earlier than LYFIX: JFNIX (16 years) vs LYFIX (6 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 : 0.27 vs. JFNIX (-12.41). LYFIX return over 5 years is better than : 11.52 vs. JFNIX (8.89).
| 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 | 6 years | - |
| Gain YTD | -3.793 | -4.437 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 37.3M | 12,480% |
| Annual Yield % from dividends | 0.42 | 2.35 | 18% |
| Returns for 1 year | -12.41 | 0.27 | -4,591% |
| Returns for 3 years | 9.34 | 9.73 | 96% |
| Returns for 5 years | 8.89 | 11.52 | 77% |
| Returns for 10 years | 10.57 | N/A | - |
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