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FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart in %
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FBTDX vs. JFNIX 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 FBTDX is a Buy and JFNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.4B vs. FBTDX (732M). JFNIX pays higher dividends than FBTDX: JFNIX (0.41) vs FBTDX (0.00). FBTDX was incepted earlier than JFNIX: FBTDX (11 years) vs JFNIX (16 years). FBTDX (1.81) 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). JFNIX annual gain was more profitable for investors over the last year : -14.09 vs. FBTDX (-16.84). JFNIX return over 5 years is better than : 5.60 vs. FBTDX (-31.23).
| FBTDX | JFNIX | FBTDX / JFNIX | |
| Total Expense Ratio | 1.80 | 0.77 | 234% |
| Annual Report Gross Expense Ratio | 1.81 | 0.77 | 235% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 4.013 | -0.956 | -420% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 4.4B | 17% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -16.84 | -14.09 | 120% |
| Returns for 3 years | 19.89 | 9.36 | 213% |
| Returns for 5 years | -31.23 | 5.60 | -558% |
| Returns for 10 years | -44.61 | 7.79 | -573% |
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