Interact to see
Advertisement
Advertisement
JFNIX vs LYFIX
JFNIX vs LYFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. LYFIX commentary
Jul 06, 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 LYFIX is a StrongSell.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.35B vs. LYFIX (34.4M). LYFIX pays higher dividends than JFNIX: LYFIX (2.30) vs JFNIX (0.41). 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: 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 : 5.43 vs. JFNIX (-11.72). LYFIX return over 5 years is better than : 11.82 vs. JFNIX (5.15).
| 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 | -2.558 | -2.377 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.35B | 34.4M | 12,645% |
| Annual Yield % from dividends | 0.41 | 2.30 | 18% |
| Returns for 1 year | -11.72 | 5.43 | -216% |
| Returns for 3 years | 9.44 | 4.73 | 199% |
| Returns for 5 years | 5.15 | 11.82 | 44% |
| Returns for 10 years | 11.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement