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JFNIX vs LYFAX
JFNIX vs LYFAX Comparison Chart in %
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JFNIX vs. LYFAX commentary
Nov 14, 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 LYFAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. LYFAX (35.5M). LYFAX pays higher dividends than JFNIX: LYFAX (1.66) vs JFNIX (0.35). JFNIX was incepted earlier than LYFAX: JFNIX (16 years) vs LYFAX (6 years). LYFAX (2.13) is less costly to investors than JFNIX (0.77). LYFAX is a more actively managed with annual turnover of: 164.00 vs. JFNIX (35.00). JFNIX (2500) and LYFAX (2500) have matching initial minimum investment requirements. LYFAX annual gain was more profitable for investors over the last year : 14.29 vs. JFNIX (4.56). JFNIX return over 5 years is better than : 16.36 vs. LYFAX (13.23).
| JFNIX | LYFAX | JFNIX / LYFAX | |
| Total Expense Ratio | 0.77 | 1.71 | 45% |
| Annual Report Gross Expense Ratio | 0.77 | 2.13 | 36% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 19.862 | 22.586 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 35.5M | 13,941% |
| Annual Yield % from dividends | 0.35 | 1.66 | 21% |
| Returns for 1 year | 4.56 | 14.29 | 32% |
| Returns for 3 years | 26.73 | 27.09 | 99% |
| Returns for 5 years | 16.36 | 13.23 | 124% |
| Returns for 10 years | 55.61 | N/A | - |
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