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FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart in %
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FBTDX vs. JFNIX commentary
Dec 04, 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 FBTDX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. FBTDX (1.03B). JFNIX pays higher dividends than FBTDX: JFNIX (0.32) vs FBTDX (0.00). FBTDX was incepted earlier than JFNIX: FBTDX (12 years) vs JFNIX (16 years). FBTDX (1.78) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 35.00 vs. FBTDX (21.87). FBTDX has a lower initial minimum investment than JFNIX: FBTDX (1000) vs JFNIX (2500). FBTDX annual gain was more profitable for investors over the last year : 25.48 vs. JFNIX (8.79). JFNIX return over 5 years is better than : 16.72 vs. FBTDX (-9.46).
| FBTDX | JFNIX | FBTDX / JFNIX | |
| Total Expense Ratio | 1.77 | 0.77 | 230% |
| Annual Report Gross Expense Ratio | 1.78 | 0.77 | 231% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 49.319 | 22.993 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 4.95B | 21% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | 25.48 | 8.79 | 290% |
| Returns for 3 years | 55.40 | 22.63 | 245% |
| Returns for 5 years | -9.46 | 16.72 | -57% |
| Returns for 10 years | -5.59 | 54.38 | -10% |
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