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FBTAX vs JFNCX
FBTAX vs JFNCX Comparison Chart in %
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FBTAX vs. JFNCX 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 JFNCX is a Buy.
FUNDAMENTALS
Fundamentals
JFNCX has more cash in the bank: 4.35B vs. FBTAX (1.3B). FBTAX pays higher dividends than JFNCX: FBTAX (2.95) vs JFNCX (0.00). FBTAX was incepted earlier than JFNCX: FBTAX (25 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 : -5.68 vs. JFNCX (-13.36). JFNCX return over 5 years is better than : -3.31 vs. FBTAX (-13.75).
| FBTAX | JFNCX | FBTAX / JFNCX | |
| Total Expense Ratio | 0.96 | 1.76 | 55% |
| Annual Report Gross Expense Ratio | 0.96 | 1.76 | 55% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | -1.213 | -3.029 | 40% |
| Front Load | 6% | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | -5.68 | -13.36 | 43% |
| Returns for 3 years | 28.75 | 4.61 | 624% |
| Returns for 5 years | -13.75 | -3.31 | 416% |
| Returns for 10 years | -8.19 | -4.92 | 166% |
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