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JFNIX vs LYFIX
JFNIX vs LYFIX Comparison Chart in %
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JFNIX vs. LYFIX 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 LYFIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. LYFIX (40.3M). LYFIX pays higher dividends than JFNIX: LYFIX (1.76) vs JFNIX (0.45). JFNIX was incepted earlier than LYFIX: JFNIX (17 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 (30.00). JFNIX (2500) and LYFIX (2500) have matching initial minimum investment requirements. LYFIX annual gain was more profitable for investors over the last year : 23.15 vs. JFNIX (14.52). JFNIX return over 5 years is better than : 14.66 vs. LYFIX (-0.79).
| JFNIX | LYFIX | JFNIX / LYFIX | |
| Total Expense Ratio | 0.77 | 1.46 | 53% |
| Annual Report Gross Expense Ratio | 0.77 | 1.88 | 41% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 0.887 | 1.447 | 61% |
| 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 | 1.76 | 25% |
| Returns for 1 year | 14.52 | 23.15 | 63% |
| Returns for 3 years | 23.72 | 13.49 | 176% |
| Returns for 5 years | 14.66 | -0.79 | -1,854% |
| Returns for 10 years | 99.12 | N/A | - |
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