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JFNIX vs LYFAX
JFNIX vs LYFAX Comparison Chart in %
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JFNIX vs. LYFAX commentary
Feb 04, 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 LYFAX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. LYFAX (40.3M). LYFAX pays higher dividends than JFNIX: LYFAX (1.40) vs JFNIX (0.45). JFNIX was incepted earlier than LYFAX: JFNIX (17 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 (30.00). JFNIX (2500) and LYFAX (2500) have matching initial minimum investment requirements. LYFAX annual gain was more profitable for investors over the last year : 23.51 vs. JFNIX (15.19). JFNIX return over 5 years is better than : 15.70 vs. LYFAX (0.36).
| JFNIX | LYFAX | JFNIX / LYFAX | |
| Total Expense Ratio | 0.77 | 1.71 | 45% |
| Annual Report Gross Expense Ratio | 0.77 | 2.13 | 36% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 1.023 | 2.215 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 40.3M | 13,300% |
| Annual Yield % from dividends | 0.45 | 1.40 | 32% |
| Returns for 1 year | 15.19 | 23.51 | 65% |
| Returns for 3 years | 23.89 | 13.49 | 177% |
| Returns for 5 years | 15.70 | 0.36 | 4,305% |
| Returns for 10 years | 99.38 | N/A | - |
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