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FBTIX vs JFNIX
FBTIX vs JFNIX Comparison Chart in %
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FBTIX vs. JFNIX commentary
Dec 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 FBTIX is a Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. FBTIX (1.93B). FBTIX pays higher dividends than JFNIX: FBTIX (1.93) vs JFNIX (0.32). FBTIX was incepted earlier than JFNIX: FBTIX (25 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FBTIX (0.71). FBTIX is a more actively managed with annual turnover of: 51.00 vs. JFNIX (30.00). FBTIX has a lower initial minimum investment than JFNIX: FBTIX (0) vs JFNIX (2500). FBTIX annual gain was more profitable for investors over the last year : 31.02 vs. JFNIX (13.11). FBTIX return over 5 years is better than : 18.69 vs. JFNIX (11.26).
| FBTIX | JFNIX | FBTIX / JFNIX | |
| Total Expense Ratio | 0.71 | 0.77 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.77 | 92% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 43.775 | 18.578 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 5.39B | 36% |
| Annual Yield % from dividends | 1.93 | 0.32 | 600% |
| Returns for 1 year | 31.02 | 13.11 | 237% |
| Returns for 3 years | 64.96 | 19.25 | 337% |
| Returns for 5 years | 18.69 | 11.26 | 166% |
| Returns for 10 years | 74.91 | 53.33 | 140% |
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