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FBDIX vs JFNIX
FBDIX vs JFNIX Comparison Chart in %
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FBDIX vs. JFNIX commentary
Jan 15, 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 FBDIX is a Hold and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. FBDIX (1.01B). FBDIX pays higher dividends than JFNIX: FBDIX (1.94) vs JFNIX (0.45). FBDIX was incepted earlier than JFNIX: FBDIX (28 years) vs JFNIX (17 years). FBDIX (1.03) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 30.00 vs. FBDIX (21.87). FBDIX has a lower initial minimum investment than JFNIX: FBDIX (1000) vs JFNIX (2500). FBDIX annual gain was more profitable for investors over the last year : 46.27 vs. JFNIX (24.06). JFNIX return over 5 years is better than : 17.25 vs. FBDIX (-3.20).
| FBDIX | JFNIX | FBDIX / JFNIX | |
| Total Expense Ratio | 1.02 | 0.77 | 132% |
| Annual Report Gross Expense Ratio | 1.03 | 0.77 | 134% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 1.158 | 2.378 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 5.36B | 19% |
| Annual Yield % from dividends | 1.94 | 0.45 | 434% |
| Returns for 1 year | 46.27 | 24.06 | 192% |
| Returns for 3 years | 53.33 | 24.03 | 222% |
| Returns for 5 years | -3.20 | 17.25 | -19% |
| Returns for 10 years | 29.19 | 88.83 | 33% |
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