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FBTDX vs JFNIX
FBTDX vs JFNIX Comparison Chart in %
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FBTDX vs. JFNIX commentary
Feb 04, 2026
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 StrongBuy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. FBTDX (1.03B). FBTDX pays higher dividends than JFNIX: FBTDX (1.61) vs JFNIX (0.45). FBTDX was incepted earlier than JFNIX: FBTDX (12 years) vs JFNIX (17 years). FBTDX (1.78) is less costly to investors than JFNIX (0.77). JFNIX is a more actively managed with annual turnover of: 30.00 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 : 35.89 vs. JFNIX (15.57). JFNIX return over 5 years is better than : 17.75 vs. FBTDX (-10.84).
| 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 | 17 years | - |
| Gain YTD | 1.329 | 1.663 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 5.36B | 19% |
| Annual Yield % from dividends | 1.61 | 0.45 | 363% |
| Returns for 1 year | 35.89 | 15.57 | 231% |
| Returns for 3 years | 46.72 | 24.67 | 189% |
| Returns for 5 years | -10.84 | 17.75 | -61% |
| Returns for 10 years | 29.54 | 100.65 | 29% |
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