Interact to see
Advertisement
Advertisement
FBDIX vs JFNIX
FBDIX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBDIX 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 FBDIX is a StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. FBDIX (1.03B). 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 : 39.70 vs. JFNIX (15.19). JFNIX return over 5 years is better than : 15.70 vs. FBDIX (-6.05).
| 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 | 1.834 | 1.023 | 179% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 5.36B | 19% |
| Annual Yield % from dividends | 1.94 | 0.45 | 436% |
| Returns for 1 year | 39.70 | 15.19 | 261% |
| Returns for 3 years | 53.69 | 23.89 | 225% |
| Returns for 5 years | -6.05 | 15.70 | -39% |
| Returns for 10 years | 45.85 | 99.38 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement