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FBTAX vs JFNSX
FBTAX vs JFNSX Comparison Chart in %
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FBTAX vs. JFNSX 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 FBTAX is a Buy and JFNSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNSX has more cash in the bank: 4.4B vs. FBTAX (1.3B). FBTAX pays higher dividends than JFNSX: FBTAX (2.95) vs JFNSX (0.00). FBTAX was incepted earlier than JFNSX: FBTAX (25 years) vs JFNSX (16 years). JFNSX (1.18) is less costly to investors than FBTAX (0.96). FBTAX is a more actively managed with annual turnover of: 73.00 vs. JFNSX (35.00). FBTAX has a lower initial minimum investment than JFNSX: FBTAX (0) vs JFNSX (2500). FBTAX annual gain was more profitable for investors over the last year : -10.87 vs. JFNSX (-14.65). JFNSX return over 5 years is better than : 2.29 vs. FBTAX (-6.61).
| FBTAX | JFNSX | FBTAX / JFNSX | |
| Total Expense Ratio | 0.96 | 1.18 | 81% |
| Annual Report Gross Expense Ratio | 0.96 | 1.18 | 81% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 3.491 | -1.164 | -300% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 4.4B | 29% |
| Annual Yield % from dividends | 2.95 | 0.00 | - |
| Returns for 1 year | -10.87 | -14.65 | 74% |
| Returns for 3 years | 31.49 | 7.52 | 419% |
| Returns for 5 years | -6.61 | 2.29 | -289% |
| Returns for 10 years | -6.23 | 1.47 | -424% |
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