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JFNIX vs LYFCX
JFNIX vs LYFCX Comparison Chart in %
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JFNIX vs. LYFCX commentary
Feb 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 LYFCX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. LYFCX (40.3M). LYFCX pays higher dividends than JFNIX: LYFCX (0.73) vs JFNIX (0.45). JFNIX was incepted earlier than LYFCX: JFNIX (17 years) vs LYFCX (6 years). LYFCX (2.88) is less costly to investors than JFNIX (0.77). LYFCX is a more actively managed with annual turnover of: 164.00 vs. JFNIX (30.00). JFNIX (2500) and LYFCX (2500) have matching initial minimum investment requirements. LYFCX annual gain was more profitable for investors over the last year : 22.66 vs. JFNIX (15.19). JFNIX return over 5 years is better than : 15.70 vs. LYFCX (-3.44).
| JFNIX | LYFCX | JFNIX / LYFCX | |
| Total Expense Ratio | 0.77 | 2.46 | 31% |
| Annual Report Gross Expense Ratio | 0.77 | 2.88 | 27% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 1.023 | 2.129 | 48% |
| Front Load | N/A | N/A | - |
| 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 | 0.73 | 61% |
| Returns for 1 year | 15.19 | 22.66 | 67% |
| Returns for 3 years | 23.89 | 10.98 | 218% |
| Returns for 5 years | 15.70 | -3.44 | -456% |
| Returns for 10 years | 99.38 | N/A | - |
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