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FBDIX vs JFNIX
FBDIX vs JFNIX Comparison Chart in %
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FBDIX vs. JFNIX commentary
Jul 27, 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 FBDIX is a Buy and JFNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. FBDIX (732M). JFNIX pays higher dividends than FBDIX: JFNIX (0.41) vs FBDIX (0.00). FBDIX was incepted earlier than JFNIX: FBDIX (28 years) vs JFNIX (16 years). FBDIX (1.06) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. FBDIX (21.87). FBDIX has a lower initial minimum investment than JFNIX: FBDIX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : -14.09 vs. FBDIX (-15.41). JFNIX return over 5 years is better than : 5.60 vs. FBDIX (-26.86).
| FBDIX | JFNIX | FBDIX / JFNIX | |
| Total Expense Ratio | 1.05 | 0.77 | 136% |
| Annual Report Gross Expense Ratio | 1.06 | 0.77 | 138% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 4.451 | -0.956 | -466% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 4.4B | 17% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -15.41 | -14.09 | 109% |
| Returns for 3 years | 23.62 | 9.36 | 252% |
| Returns for 5 years | -26.86 | 5.60 | -480% |
| Returns for 10 years | -38.46 | 7.79 | -494% |
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