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JFNIX vs LYFIX
JFNIX vs LYFIX Comparison Chart in %
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JFNIX vs. LYFIX 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 LYFIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.57B vs. LYFIX (33.9M). LYFIX pays higher dividends than JFNIX: LYFIX (2.08) vs JFNIX (0.38). JFNIX was incepted earlier than LYFIX: JFNIX (16 years) vs LYFIX (6 years). LYFIX (1.88) is less costly to investors than JFNIX (0.77). LYFIX is a more actively managed with annual turnover of: 164.00 vs. JFNIX (35.00). JFNIX (2500) and LYFIX (2500) have matching initial minimum investment requirements. LYFIX annual gain was more profitable for investors over the last year : 7.85 vs. JFNIX (-5.65). LYFIX return over 5 years is better than : 16.33 vs. JFNIX (11.17).
| JFNIX | LYFIX | JFNIX / LYFIX | |
| Total Expense Ratio | 0.77 | 1.46 | 53% |
| Annual Report Gross Expense Ratio | 0.77 | 1.88 | 41% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 11.511 | 16.165 | 71% |
| Front Load | N/A | N/A | - |
| 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 | 2.08 | 18% |
| Returns for 1 year | -5.65 | 7.85 | -72% |
| Returns for 3 years | 24.08 | 26.95 | 89% |
| Returns for 5 years | 11.17 | 16.33 | 68% |
| Returns for 10 years | 45.88 | N/A | - |
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