Interact to see
Advertisement
Advertisement
FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBTDX vs. JFNIX commentary
Nov 14, 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 Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. FBTDX (959M). JFNIX pays higher dividends than FBTDX: JFNIX (0.35) 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 : 12.02 vs. JFNIX (4.56). JFNIX return over 5 years is better than : 16.36 vs. FBTDX (-12.19).
| 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 | 39.923 | 19.862 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 959M | 4.95B | 19% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | 12.02 | 4.56 | 264% |
| Returns for 3 years | 53.61 | 26.73 | 201% |
| Returns for 5 years | -12.19 | 16.36 | -75% |
| Returns for 10 years | -9.03 | 55.61 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers