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FBTCX vs JFNIX
FBTCX vs JFNIX Comparison Chart in %
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FBTCX vs. JFNIX commentary
Oct 19, 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 FBTCX is a Hold and JFNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.57B vs. FBTCX (1.61B). FBTCX pays higher dividends than JFNIX: FBTCX (2.29) vs JFNIX (0.38). FBTCX was incepted earlier than JFNIX: FBTCX (25 years) vs JFNIX (16 years). FBTCX (1.71) is less costly to investors than JFNIX (0.77). FBTCX is a more actively managed with annual turnover of: 51.00 vs. JFNIX (35.00). FBTCX has a lower initial minimum investment than JFNIX: FBTCX (0) vs JFNIX (2500). FBTCX annual gain was more profitable for investors over the last year : 5.00 vs. JFNIX (-5.65). JFNIX return over 5 years is better than : 11.17 vs. FBTCX (1.28).
| FBTCX | JFNIX | FBTCX / JFNIX | |
| Total Expense Ratio | 1.71 | 0.77 | 222% |
| Annual Report Gross Expense Ratio | 1.71 | 0.77 | 222% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 29.805 | 11.511 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 4.57B | 35% |
| Annual Yield % from dividends | 2.29 | 0.38 | 605% |
| Returns for 1 year | 5.00 | -5.65 | -89% |
| Returns for 3 years | 49.72 | 24.08 | 207% |
| Returns for 5 years | 1.28 | 11.17 | 11% |
| Returns for 10 years | 35.20 | 45.88 | 77% |
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