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FBTAX vs JFNCX
FBTAX vs JFNCX Comparison Chart
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FBTAX vs. JFNCX commentary
Jun 15, 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 JFNCX is a Buy.
FUNDAMENTALS
Fundamentals
JFNCX has more cash in the bank: 4.35B vs. FBTAX (1.28B). FBTAX pays higher dividends than JFNCX: FBTAX (3.05) vs JFNCX (0.00). FBTAX was incepted earlier than JFNCX: FBTAX (24 years) vs JFNCX (16 years). JFNCX (1.76) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. JFNCX (35.00). FBTAX has a lower initial minimum investment than JFNCX: FBTAX (0) vs JFNCX (2500). FBTAX annual gain was more profitable for investors over the last year : -7.14 vs. JFNCX (-13.36). JFNCX return over 5 years is better than : 4.70 vs. FBTAX (-8.77).
| FBTAX | JFNCX | FBTAX / JFNCX | |
| Total Expense Ratio | 0.96 | 1.76 | 55% |
| Annual Report Gross Expense Ratio | 0.96 | 1.76 | 55% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -2.573 | -2.101 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 4.35B | 29% |
| Annual Yield % from dividends | 3.05 | 0.00 | - |
| Returns for 1 year | -7.14 | -13.36 | 53% |
| Returns for 3 years | 45.29 | 15.52 | 292% |
| Returns for 5 years | -8.77 | 4.70 | -187% |
| Returns for 10 years | -6.12 | -3.70 | 166% |