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FBTAX vs JFNAX
FBTAX vs JFNAX Comparison Chart in %
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FBTAX vs. JFNAX commentary
Jul 07, 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 FBTAX is a Buy and JFNAX is a Buy.
FUNDAMENTALS
Fundamentals
JFNAX has more cash in the bank: 4.35B vs. FBTAX (1.3B). FBTAX pays higher dividends than JFNAX: FBTAX (2.95) vs JFNAX (0.13). FBTAX was incepted earlier than JFNAX: FBTAX (25 years) vs JFNAX (16 years). JFNAX (0.98) and FBTAX (0.96) have similar cost to investors . FBTAX is a more actively managed with annual turnover of: 73.00 vs. JFNAX (35.00). FBTAX (6%) and JFNAX (6%) have equivalent initial investment costs. FBTAX has a lower initial minimum investment than JFNAX: FBTAX (0) vs JFNAX (2500). FBTAX annual gain was more profitable for investors over the last year : -5.68 vs. JFNAX (-12.02). JFNAX return over 5 years is better than : 3.42 vs. FBTAX (-13.75).
| FBTAX | JFNAX | FBTAX / JFNAX | |
| Total Expense Ratio | 0.96 | 0.98 | 98% |
| Annual Report Gross Expense Ratio | 0.96 | 0.98 | 98% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | -1.213 | -2.657 | 46% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 4.35B | 30% |
| Annual Yield % from dividends | 2.95 | 0.13 | 2,279% |
| Returns for 1 year | -5.68 | -12.02 | 47% |
| Returns for 3 years | 28.75 | 8.48 | 339% |
| Returns for 5 years | -13.75 | 3.42 | -402% |
| Returns for 10 years | -8.19 | 7.93 | -103% |
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