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FBIOX vs JFNIX
FBIOX vs JFNIX Comparison Chart in %
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FBIOX 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 FBIOX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX (5.36B) and FBIOX (5.23B) have equal amount of cash in the bank . FBIOX pays higher dividends than JFNIX: FBIOX (1.99) vs JFNIX (0.45). FBIOX was incepted earlier than JFNIX: FBIOX (40 years) vs JFNIX (17 years). JFNIX (0.77) is less costly to investors than FBIOX (0.63). FBIOX is a more actively managed with annual turnover of: 38.00 vs. JFNIX (30.00). FBIOX has a lower initial minimum investment than JFNIX: FBIOX (0) vs JFNIX (2500). FBIOX annual gain was more profitable for investors over the last year : 36.72 vs. JFNIX (20.94). JFNIX return over 5 years is better than : 15.67 vs. FBIOX (-3.43).
| FBIOX | JFNIX | FBIOX / JFNIX | |
| Total Expense Ratio | 0.63 | 0.77 | 82% |
| Annual Report Gross Expense Ratio | 0.63 | 0.77 | 82% |
| Fund Existence | 40 years | 17 years | - |
| Gain YTD | -1.154 | 1.207 | -96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 5.36B | 97% |
| Annual Yield % from dividends | 1.99 | 0.45 | 443% |
| Returns for 1 year | 36.72 | 20.94 | 175% |
| Returns for 3 years | 53.82 | 22.61 | 238% |
| Returns for 5 years | -3.43 | 15.67 | -22% |
| Returns for 10 years | 37.85 | 86.67 | 44% |
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