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FACTX vs JFNIX
FACTX vs JFNIX Comparison Chart in %
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FACTX vs. JFNIX 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 FACTX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. FACTX (3.25B). JFNIX pays higher dividends than FACTX: JFNIX (0.45) vs FACTX (0.00). FACTX was incepted earlier than JFNIX: FACTX (29 years) vs JFNIX (17 years). FACTX (1.18) is less costly to investors than JFNIX (0.77). FACTX is a more actively managed with annual turnover of: 52.00 vs. JFNIX (30.00). FACTX has a lower initial minimum investment than JFNIX: FACTX (0) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 15.19 vs. FACTX (-4.97). JFNIX return over 5 years is better than : 15.70 vs. FACTX (-18.50).
| FACTX | JFNIX | FACTX / JFNIX | |
| Total Expense Ratio | 1.18 | 0.77 | 153% |
| Annual Report Gross Expense Ratio | 1.18 | 0.77 | 153% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 0.846 | 1.023 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 5.36B | 61% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | -4.97 | 15.19 | -33% |
| Returns for 3 years | -7.75 | 23.89 | -32% |
| Returns for 5 years | -18.50 | 15.70 | -118% |
| Returns for 10 years | 61.04 | 99.38 | 61% |
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