Interact to see
Advertisement
Advertisement
JFNIX vs LYFAX
JFNIX vs LYFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JFNIX vs. LYFAX commentary
Oct 19, 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 LYFAX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.57B vs. LYFAX (33.9M). LYFAX pays higher dividends than JFNIX: LYFAX (1.84) vs JFNIX (0.38). 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 : 7.56 vs. JFNIX (-5.65). LYFAX return over 5 years is better than : 14.97 vs. JFNIX (11.17).
| 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 | 11.511 | 15.962 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.57B | 33.9M | 13,490% |
| Annual Yield % from dividends | 0.38 | 1.84 | 21% |
| Returns for 1 year | -5.65 | 7.56 | -75% |
| Returns for 3 years | 24.08 | 26.05 | 92% |
| Returns for 5 years | 11.17 | 14.97 | 75% |
| Returns for 10 years | 45.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRZQX | 37.53 | 0.21 | +0.56% |
| T. Rowe Price Equity Income Z | |||
| RSEDX | 18.24 | 0.08 | +0.44% |
| Columbia Intrinsic Value Institutional 2 | |||
| BCAIX | 37.62 | 0.03 | +0.08% |
| Boston Common ESG Impact Intl | |||
| AWPYX | 22.04 | -0.06 | -0.27% |
| AB Sustainable Intl Thematic Advisor | |||
| JOMEX | 15.74 | -0.15 | -0.94% |
| JOHCM Emerging Mkts Discovery Advisor | |||