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JFNIX vs LYFIX
JFNIX vs LYFIX Comparison
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JFNIX vs LYFIX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 3.04B. The market cap for tickers in the group ranges from 50.16M to 6.03B. JFNIX holds the highest valuation in this group at 6.03B. The lowest valued company is LYFIX at 50.16M.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 6%, and the average quarterly price growth was 19%. JFNIX experienced the highest price growth at 0%, while LYFIX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
JFNIX vs. LYFIX commentary
Sep 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 6.03B vs. LYFIX (50.2M). LYFIX pays higher dividends than JFNIX: LYFIX (1.49) vs JFNIX (0.40). JFNIX was incepted earlier than LYFIX: JFNIX (17 years) vs LYFIX (7 years). LYFIX (1.88) is less costly to investors than JFNIX (0.78). LYFIX is a more actively managed with annual turnover of: 107.00 vs. JFNIX (30.00). JFNIX (2500) and LYFIX (2500) have matching initial minimum investment requirements. LYFIX annual gain was more profitable for investors over the last year : 48.76 vs. JFNIX (32.68). LYFIX return over 5 years is better than : 25.04 vs. JFNIX (21.16).
| JFNIX | LYFIX | JFNIX / LYFIX | |
| Total Expense Ratio | 0.78 | 1.46 | 53% |
| Annual Report Gross Expense Ratio | 0.78 | 1.88 | 41% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 13.886 | 21.258 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 50.2M | 12,020% |
| Annual Yield % from dividends | 0.40 | 1.49 | 27% |
| Returns for 1 year | 32.68 | 48.76 | 67% |
| Returns for 3 years | 33.77 | 43.21 | 78% |
| Returns for 5 years | 21.16 | 25.04 | 84% |
| Returns for 10 years | 96.05 | N/A | - |
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